1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ILLUMINATION WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-246-6855
NotebookSEC #801-122912
Total AUM
$471.1M
Employees
14
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11622 EL CAMINO REAL
SUITE 100
SAN DIEGO
CA 92130
United States
Operating Hours
6:00 AM - 3:00 PM
Monday - Friday
Phone
858-246-6855
Other Offices
8

ReceiptFinancials

Total AUM
$471.1M
Accounts
1,246
Discretionary
$459.8M
Accounts
1,210
Non-Discretionary
$11.3M
Accounts
36

ContactClients

View more in analytics →

Individual Clients
66
AUM
$21.3M
HNW Individual Clients
137
AUM
$440.3M
Pension/Profit Sharing Plan Clients
12
AUM
$9.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINMNNHNYORTXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account