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ILLUMINATE

· CRD 334292 · IAPD ↗ · illuminate.earth · 518-421-6376

$1,500Regulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2025 — ILLUMINATE changed its website from illuminateinvesting.com to illuminate.earth.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
March 2025 — ILLUMINATE (location n/a) is newly SEC-registered (provisional 120-day approval) with $600 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.