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ILLUMINATE WEALTH MANAGEMENT
ILLUMINATE WEALTH MANAGEMENT is an SEC-registered investment adviser in BARRINGTON, IL, registered since 2025. The firm manages $168 million in assets, $158...
Overview
ILLUMINATE WEALTH MANAGEMENT is an SEC-registered investment adviser in BARRINGTON, IL, registered since 2025. The firm manages $168 million in assets, $158 million on a discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
North America
Country
United States
City
Barrington
Corporate office
New York, NY, United States
Frequently asked questions
Which investment approaches does ILLUMINATE WEALTH MANAGEMENT explicitly emphasize?
The firm places outsized emphasis on tax optimization, including direct indexing and tax-loss harvesting, to preserve wealth across generations. Its portfolios are globally diversified, with allocations to public equities, fixed income, and private alternatives. ILLUMINATE integrates investment strategy with broader wealth planning — coordinating investment policy with estate, philanthropic, and tax considerations.
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