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Sean R Meyeres

Illumination Wealth Management

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About Sean R Meyeres

Sean Meyeres is a financial advisor with Illumination Wealth Management. Sean has been in the financial industry for over 15 years. Sean holds Series 63, 65, 7, and 24 licenses and is a Certified Financial Planner. Sean has a strong background in wealth management and specializes in providing financial advice to high-net-worth individuals and families. Sean's previous experience includes working for Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Sean is passionate about helping clients achieve their financial goals and provides a comprehensive range of services including financial planning, investment management, and retirement planning.

Firm Information

Sean Meyeres 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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Sean Meyeres’s Registration & Firm History

CA

03/01/2024 - Present

Illumination Wealth Management (SAN DIEGO CA)

AZ

09/22/2017 - 12/02/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

05/19/2006 - 08/28/2017

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 06/07/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/03/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean R Meyeres.
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