Lauren Mendel
Investment adviser representative at Illuminate Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$167.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Illuminate Wealth ManagementDec 2021 to now
- UnemployedMay 2018 to Dec 2021
- Endurance FinancialApr 2016 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Illuminate Wealth Management
Legal name: Illuminate Wealth Management LLC
$167.6MAssets managed
77Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8272138
- Firm CRD
- 306411