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Christopher Tritt

Illumination Wealth Management

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About Christopher Tritt

Christopher Tritt is a financial advisor at Illumination Wealth Management. Christopher has been in the financial services industry since 2018. Christopher is registered with the state of Tennessee as an Investment Advisor Representative (IAR). Christopher is a Certified Financial Planner and holds the Series 65 and SIE licenses. Christopher has experience working with a variety of clients including high net worth individuals, businesses, and retirement plans. Christopher specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Christopher Tritt is currently registered with Illumination Wealth Management. 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.

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Christopher Tritt’s Registration & Firm History

CA

04/14/2023 - Present

Illumination Wealth Management (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 12/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Tritt.
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