Illumination Wealth Management

Illumination Wealth Management (CRD# 149576) is a financial advisory firm headquartered in San Diego, CA. They manage $307,090,824 in 970 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
11622 El Camino Real, Suite 100, San Diego, CA 92130
https://www.instagram.com/illuminationwealth/
By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $316,588
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, IN, MN, NH, NY, OR, TN, TX

Financial Advisors at Illumination Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
John Kenny, financial advisor Orinda CA
John D. Kenny
CRD#: 6595705
Orinda, CA

John Kenny (CRD# 6595705) is an Investment Advisor Representative working at Illumination Wealth Management in Orinda, CA and has over 8 years of experience in the finance industry.

2
Norman Mangina, financial advisor San Diego CA
Norman J. Mangina
CRD#: 6542379
11622 El Camino Real, Suite 100, San Diego, CA 92130

Norman Mangina (CRD# 6542379) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has over 8 years of experience in the finance industry.

3
Benjamin Rinkey, financial advisor San Diego CA
Benjamin S. Rinkey
CRD#: 377023
11622 El Camino Real, Suite 100, San Diego, CA 92130

Benjamin Rinkey (CRD# 377023) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has over 37 years of experience in the finance industry.

4
Matthew Rinkey, financial advisor San Diego CA
Matthew S. Rinkey
CRD#: 4704464
11622 El Camino Real, Suite 100, San Diego, CA 92130

Matthew Rinkey (CRD# 4704464) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has over 19 years of experience in the finance industry.

5
Steinar Jewett, financial advisor Indianapolis IN
Steinar M. Jewett
CRD#: 7489634
Indianapolis, IN

Steinar Jewett (CRD# 7489634) is an Investment Advisor Representative working at Illumination Wealth Management in Indianapolis, IN and has over 2 years of experience in the finance industry.

6
Christopher Tritt, financial advisor San Diego CA
Christopher Tritt
CRD#: 7726098
11622 El Camino Real, Suite 100, San Diego, CA 92130

Christopher Tritt (CRD# 7726098) is an Investment Advisor Representative working at Illumination Wealth Management in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals