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| Keyboard |
| Illuminate Wealth Management LLC
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|---|---|
| CRD # | 306411 |
| SEC # | 801-132968 |
| CIK # | |
| AUM | 167.6 M (2026-05-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 847-595-1315 |
| Address | 777 N Lake Zurich Road Barrington, IL 60010 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 29.4 |
| (b) Individuals (high net worth individuals) | 36 | 136.2 |
| (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 | 4 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 167.6 |
| By Discretionary | ||
| Discretionary | 326 | 157.5 |
| Non-Discretionary | 54 | 10.1 |
| Total | 380 | 167.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.6 | |
| Total | 380 | 167.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
IA | 168.2 M |
|
Stonehaven Wealth & Tax Solutions LLC
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|
WI | 168.2 M |
|
North Forty Two & Co
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|
OR | 167.9 M |
|
Lloyd Park LLC
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167.9 M | |
|
Lilliano Capital Management LLC
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|
AZ | 167.9 M |
|
Forty Three Eighteen Advisors LLC
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|
AR | 167.8 M |
|
South Texas Capital Advisors LLC
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|
TX | 167.2 M |
|
The Monitor Group Inc
✚
|
GA | 167.2 M |
|
May William Michael
✚
|
167.0 M | |
|
SAS Financial Advisors LLC
✚
|
CA | 167.0 M |