Illumination Wealth Management

Illumination Wealth Management (CRD# 149576) is a financial advisory firm headquartered in San Diego, CA. They manage $52,272,370 in 329 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $158,883
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, NY, TX

Financial Advisors at Illumination Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew S. Rinkey
CRD#: 4704464
4320 La Jolla Village Drive, Suite 210, San Diego, CA 92122
93
Wealthminder
score

Matthew Rinkey (CRD# 4704464) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has over 14 years of experience in the finance industry.

2
Norman J. Mangina
CRD#: 6542379
4320 La Jolla Village Drive, Suite 210, San Diego, CA 92122
89
Wealthminder
score

Norman Mangina (CRD# 6542379) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has over 2 years of experience in the finance industry.

3
Benjamin S. Rinkey
CRD#: 377023
Minneapolis, MN
83
Wealthminder
score

Benjamin Rinkey (CRD# 377023) is an Investment Advisor Representative working at Illumination Wealth Management in Minneapolis, MN and has over 31 years of experience in the finance industry.

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