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ILLUMINATION WEALTH MANAGEMENT

SAN DIEGO, CA · CRD 149576 · IAPD ↗ · illuminationwealth.com · 858-246-6855

$471.1MRegulatory AUM
9Advisory reps
14Employees
30Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — ILLUMINATION WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — ILLUMINATION WEALTH MANAGEMENT notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ILLUMINATION WEALTH MANAGEMENT added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — ILLUMINATION WEALTH MANAGEMENT reported RAUM up 56% ($196.4M -> $307.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ILLUMINATION WEALTH MANAGEMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2024 — ILLUMINATION WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.