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ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661File 801-120043
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$215.2M
Below cohort median (national)
Discretionary AUM
$215.2M
Clients
90
315 accounts
Employees
5
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 8, 2021
- Principal office
- 19225 8TH AVE NE, SUITE 201-0902, POULSBO, WA, 98370
- Phone
- 424-322-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $215.2M
- Discretionary AUM
- $215.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 315
- Non-discretionary accounts
- 0
- Total accounts
- 315
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Other investment advisers | Fewer than 5 | $399K |
| High net worth individuals | 29 | $148.4M |
| Banking or thrift institutions | Fewer than 5 | $22.9M |
| Individuals (other than high net worth individuals) | 61 | $42.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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.