Illumination Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 28, 2026, reports $471M in regulatory assets under management, 14 employees, 8 offices, and 1,246 accounts.
Assets Under Management
$471M
Employees
14
Offices
8 offices
Total Clients
215
Primary office
SAN DIEGO, CA
11622 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, United States
Top client segmentHNWI represent 63.7% of total clients.
Top client categories% of clientsClients
1
HNWI
63.7%
137
2
Individuals
30.7%
66
3
Pension Plans
5.6%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$471Mas of April 28, 2026
Discretionary97.6%
$460M
98% of total RAUM97.6%
Non-discretionary2.4%
$11M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$471M
Total Accounts1,246
10Y AUM Change+$367M (+351.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee15:1
10Y Employee Change+9 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.