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Illumination Wealth Management

Headquartered in SAN DIEGO, CA

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Firm Information

Illumination Wealth Management is a registered investment advisor headquartered in San Diego, California. With a focus on wealth management, they provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $307,090,824 in assets for over 970 clients.

Illumination Wealth Management

11622 EL CAMINO REAL

SAN DIEGO, CA 92130

$307.09M

Assets Under Management

31

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management

Wealth management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (9)

ILLUMINATION WEALTH MANAGEMENT has a total of 9 branch locations across the country.

Advisors at Illumination Wealth Management

View All 10 Advisors

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Disclosures

There are no public disclosures for Illumination Wealth Management.

Frequently Asked Questions (7)

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