Investment adviser · CRD 306411
ILLUMINATE WEALTH MANAGEMENT
Investment adviser filing (IA)
ILLUMINATE WEALTH MANAGEMENT LLC
BARRINGTON, IL, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 380 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $136,234,105 | 81.3% |
| Individuals | 37 | $29,439,916 | 17.6% |
| Corporations & businesses | Fewer than 5 | $1,919,564 | 1.1% |
Filing source
Form ADV 2107078 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
777 N. LAKE ZURICH ROAD, SUITE 125CBARRINGTON, IL, 60010, United States
CRD 306411
Filing source
Form ADV 2107078 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.