$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MatrixSignal
- Established Date
- 10-27-2025
- Office Locations
- 1
Office Locations
-- Blaine MN
About Illumifi Wealth
illumiFI Wealth is a Minnesota-registered, fee-only fiduciary RIA providing comprehensive financial planning and tax-efficient wealth management. The firm specializes in student loan repayment and forgiveness strategy (including PSLF) for doctors and other healthcare professionals, pairing a planning-first approach with disciplined, ETF-focused portfolio management custodied at Schwab.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$156.5K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Harbor catalyst Glacier oak
Custodian
Element pathway Zenith delta Foundation
Investment Themes
Timber frontier Insight Summit horizon
Investment Vehicles
Unison harbor
Services
Vertex frontier Timber Legacy harbor Ember Eagle pathway Glacier Optima oak Beacon Optima Prime north
Technology
Vertex Legacy ember
Owner & Executives
Carter James Michaelson
Chief Compliance Officer, FOUNDER
- CRD
- #7211013
- Ownership
- 75% or more
(710) 336-9187
bridge.crest@foundationcapital.com
in linkedin.com/in/insight-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,452,654 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,452,654 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,452,654
Equity - Exchange:
17.5% Corporate - Investment Grade:
22.0% U.S. Government/Agency:
18.8% Other:
3.8% Cash:
16.5% Public Funds:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $170,056,319 | 17.5% |
| Corporate - Investment Grade | $213,785,087 | 22.0% |
| U.S. Government/Agency | $182,689,074 | 18.8% |
| Other | $36,926,515 | 3.8% |
| Cash | $160,338,815 | 16.5% |
| Public Funds | $207,954,586 | 21.4% |
| Total | $971,750,396 | 100.0% |