Illuminate Advisers, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 334292
· SEC file 801-132026
·
· illuminate.earth
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ADV data as of Feb 12, 2026
- Regulatory AUM
- $1.5K
- Discretionary
- $1.5K
- Clients
- 10
- Avg AUM / client
- $150
- Accounts
- 10
- Employees
- 1
AUM over time
$600
$1.5K
Jan 23, 2025
Feb 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $1.5K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $600 (40% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗