# ILLUMINATE WEALTH MANAGEMENT

ILLUMINATE WEALTH MANAGEMENT is a Multi Family Office based in Barrington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Barrington, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** illuminatewm.com
- **LinkedIn:** https://www.linkedin.com/company/illuminate-wealth-management

## Regulatory record

- **CRD number:** 306411
- **SEC file number:** 801-132968
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306411

## About

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.

## 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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Last updated: 2026-07-06T01:24:18.586Z

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