Illumine Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Poulsbo, WA. Its latest Form ADV filing, dated February 18, 2026, reports $215M in regulatory assets under management, 5 employees, 3 offices, and 315 accounts.
Assets Under Management
$215M
Employees
5
Offices
3 offices
Total Clients
90
Primary office
POULSBO, WA
19225 8TH AVE NE, SUITE 201-0902, POULSBO, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
61
2
HNWI
32.2%
29
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of February 18, 2026
Discretionary100.0%
$215M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$215M
Total Accounts315
10Y AUM Change+$215M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* 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.