ILLUMINATE WEALTH MANAGEMENT LLC

ILLUMINATE WEALTH MANAGEMENT LLC of BARRINGTON, IL is an SEC-registered investment adviser (CRD 306411). Regulatory assets under management: $167.6M.

Registration

• CRD: 306411
• SEC file number: 801-132968
• Type: Registered investment adviser
• Location: 777 N. LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010
• Phone: 847-595-1315
• Latest filing: 2026-05-20
• Regulatory AUM: $167.6M
• Discretionary AUM: $157.5M
• Non-discretionary AUM: $10.1M
• Clients: 6
• Accounts: 380

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306411 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search