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ILLUMINATION WEALTH MANAGEMENT
Legal name: RINKEY INVESTMENTS
CRD 149576File 801-122912
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$471.1M
Above cohort median (national)
Discretionary AUM
$459.8M
Non-discretionary $11.3M
Clients
215
1,246 accounts
Employees
14
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 16, 2021
- Principal office
- 11622 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130
- Phone
- 858-246-6855
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $471.1M
- Discretionary AUM
- $459.8M
- Non-discretionary AUM
- $11.3M
- Discretionary accounts
- 1,210
- Non-discretionary accounts
- 36
- Total accounts
- 1,246
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $440.3M |
| Pension and profit sharing plans | 12 | $9.5M |
| Individuals (other than high net worth individuals) | 66 | $21.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.