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ILLUMINATE WEALTH MANAGEMENT

BARRINGTON, IL · CRD 306411 · IAPD ↗ · illuminatewm.com · 847-595-1315

$167.6MRegulatory AUM
2Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ILLUMINATE WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2026 — ILLUMINATE WEALTH MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — ILLUMINATE WEALTH MANAGEMENT added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — ILLUMINATE WEALTH MANAGEMENT reported RAUM up 40% ($120.1M -> $167.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — ILLUMINATE WEALTH MANAGEMENT (BARRINGTON, IL) is newly SEC-registered with $120.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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