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ILLUMINATE WEALTH MANAGEMENT
Legal name: ILLUMINATE WEALTH MANAGEMENT LLC
CRD 306411File 801-132968
APPROVED
Retail clients
Custody
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.6M
Bottom 25% of cohort (national)
Discretionary AUM
$157.5M
Non-discretionary $10.1M
Clients
77
380 accounts
Employees
6
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 11, 2025
- Principal office
- 777 N. LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010
- Phone
- 847-595-1315
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.6M
- Discretionary AUM
- $157.5M
- Non-discretionary AUM
- $10.1M
- Discretionary accounts
- 326
- Non-discretionary accounts
- 54
- Total accounts
- 380
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.9M |
| High net worth individuals | 36 | $136.2M |
| Individuals (other than high net worth individuals) | 37 | $29.4M |
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 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.