Illuminate Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Barrington, IL. Its latest Form ADV filing, dated March 31, 2026, reports $168M in regulatory assets under management, 6 employees, 7 offices, and 380 accounts.
Assets Under Management
$168M
Employees
6
Offices
7 offices
Total Clients
77
Primary office
BARRINGTON, IL
777 N. LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.1% of total clients.
Top client categories% of clientsClients
1
Individuals
48.1%
37
2
HNWI
46.8%
36
3
Corporations
5.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of March 31, 2026
Discretionary94.0%
$158M
94% of total RAUM94.0%
Non-discretionary6.0%
$10M
6% of total RAUM6.0%
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$168M
Total Accounts380
10Y AUM Change+$48M (+39.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee13:1
10Y Employee Change+2 (+50.0%)
* 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.