Data / Investment advisers / California / Illumination Wealth Management
Illumination Wealth Management, San Diego, CA: $471 million AUM, SEC registered investment adviser
Illumination Wealth Management is an SEC registered investment adviser with its main office in San Diego, California and reports $471 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 149576
- SEC file number
- 801-122912
- SEC status
- Approved, effective December 16, 2021
- Legal name
- Rinkey Investments
- Main office
- 11622 El Camino Real Suite 100, San Diego, CA 92130
- Phone
- (858) 246-6855
- Website
- illuminationwealth.com
- Regulatory AUM
- $471,052,116 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $459,792,893
- Non discretionary AUM
- $11,259,223
- Accounts
- 1,246
- Employees
- 14, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $440.3 million |
| Individuals (other than high net worth individuals) | 66 | $21.3 million |
| Pension and profit sharing plans | 12 | $9.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $471.1 million | March 16, 2026 |
| December 1, 2025 | $377.3 million | October 28, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boxer Capital Management, LLC | San Diego | $578.2 million | 2 | adviserinfo.sec.gov |
| Willow Creek Financial | San Diego | $528.8 million | Not listed | adviserinfo.sec.gov |
| Ariston Services Group, LLC | San Diego | $527 million | 1 | adviserinfo.sec.gov |
| Presidio Capital Management, LLC | San Diego | $498.9 million | Not listed | adviserinfo.sec.gov |
| One Degree Advisors, Inc. | San Diego | $489 million | Not listed | adviserinfo.sec.gov |
| Clelland & Company Inc | San Diego | $465.7 million | Not listed | adviserinfo.sec.gov |
| Tidemark, LLC | San Diego | $462.5 million | Not listed | adviserinfo.sec.gov |
| Beta Wealth Group, Inc | San Diego | $460.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Illumination Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.