SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Illumination Wealth Management
San Diego, CA
Rinkey Investments, CRD 149576
Firm filing updated May 19, 2026 ·
- $471.1MAssets
- 215Clients
- 9Advisory staff
- 1,246Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals137
- Individuals66
- Pension and profit sharing plans12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 66 | $21.3 million |
| High net worth individuals | 137 | $440.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $9.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Other: "WEALTH MANAGEMENT"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: "WEALTH MANAGEMENT"
Assets and accounts
- Regulatory assets$471.1 million
- Accounts1,246
- Discretionary$459.8 million · 1,210 accounts
- Non-discretionary$11.3 million · 36 accounts
People
- Employees14
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Rinkey Investments SEC-registered investment advisor. CRD 149576, SEC file 801-122912.
- Registered with the SEC as an investment advisor (status date on record: December 16, 2021).
Is Illumination Wealth Management a fiduciary?
Short answer: Illumination Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.