Data / Investment advisers / Washington / Illumine Investment Management, LLC
Illumine Investment Management, LLC, Poulsbo, WA: $215 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Illumine Investment Management, LLC is an SEC registered investment adviser with its main office in Poulsbo, Washington and reports $215 million in regulatory assets under management in its Form ADV filed February 18, 2026. Its clients include high net worth individuals, individuals and banks and thrifts. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 311661
- SEC file number
- 801-120043
- SEC status
- Approved, effective January 8, 2021
- Main office
- 19225 8th Ave Ne Suite 201-0902, Poulsbo, WA 98370
- Phone
- (424) 322-7500
- Regulatory AUM
- $215,168,898 in the Form ADV filed February 18, 2026
- Discretionary AUM
- $215,168,898
- Accounts
- 315
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 18, 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 | 29 | $148.4 million |
| Individuals (other than high net worth individuals) | 61 | $42.3 million |
| Banking or thrift institutions | Fewer than 5 | $22.9 million |
| Corporations or other businesses | Fewer than 5 | $1.2 million |
| Other investment advisers | Fewer than 5 | $398,822 |
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 |
|---|---|---|
| March 2, 2026 | $215.2 million | February 18, 2026 |
| December 1, 2025 | $210.8 million | February 28, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Continental Investors Services, Inc. | Longview | $231.9 million | Not listed | adviserinfo.sec.gov |
| Cascade Wealth Advisors, Inc | Wenatchee | $228.1 million | Not listed | adviserinfo.sec.gov |
| Gevers Wealth Management | Issaquah | $223.7 million | Not listed | adviserinfo.sec.gov |
| Mangan Wealth Management | Seattle | $222 million | Not listed | adviserinfo.sec.gov |
| Para Wealth Advisors, Inc. | Camas | $221 million | Not listed | adviserinfo.sec.gov |
| Archon Capital Management LLC | Seattle | $214.6 million | 4 | adviserinfo.sec.gov |
| Uta LLC | Vancouver | $214.6 million | Not listed | adviserinfo.sec.gov |
| Baring Financial LLC | Bellingham | $210.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Illumine Investment Management, LLC on the SEC's adviser search
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.