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| Happy Holidays!! thanks for using AUM13F!! |
| Illuminate Wealth Management LLC
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| CRD # | 306411 |
| SEC # | 801-132968 |
| CIK # | |
| AUM | $120.1 M (2025-06-17) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 847-595-1315 |
| Address | 777 N Lake Zurich Road Barrington, IL 60010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 23.0 |
| (b) Individuals (high net worth individuals) | 29 | 96.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 120.1 |
| By Discretionary | ||
| Discretionary | 247 | 115.3 |
| Non-Discretionary | 49 | 4.8 |
| Total | 296 | 120.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.1 | |
| Total | 296 | 120.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tublin - Difusco Advisors Inc
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|
0.1 | |
|
RW Baker Wealth Management Group LLC
✚
|
WY | 0.1 |
|
Resource 1 Inc
✚
|
VA | 0.1 |
|
Hepworth Equity Partners LLC
✚
|
NH | 0.1 |
|
Burgess Investment Management and Research Inc
✚
|
0.1 | |
|
Gross Domestic Product Inc
✚
|
0.1 | |
|
SEAL Cove Capital LLC
✚
|
0.1 | |
|
Finley Wealth Management LLC
✚
|
FL | 0.1 |
|
Wealthpoint Financial LLC
✚
|
NC | 0.1 |
|
Aventine Financial Group LLC
✚
|
PA | 0.1 |