This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Focus horizonDelta +more
- Established Date
- 09-01-2019
- Office Locations
- 3
Office Locations
About Illuminate Wealth Management
Illuminate Wealth Management is a fee-only, fiduciary financial planning firm based in Barrington, IL, serving individuals and families—often business owners and retirees—through major life transitions. The team builds personalized, year-round plans focused on saving money and increasing flexibility, with portfolios commonly implemented using ETFs and municipal bonds. Client assets are custodied with Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN JOSEPH HOCKEMA
Advisor, Managing Member
- CRD
- #6119597
- Ownership
- 50% but less than 75%
GARY NEAL BOWYER
Executive Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Meridian element
Vertex harbor delta
- CRD
- #39830
- Ownership
- 10.6%
Showing 2 of 4 owners & executives
Unlock allContacts
Lauren Mendel
--
- CRD
- #8272138
CHARLES TRAVIS READER
--
- CRD
- #6289943
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,537,228 | $483,243 |
| Non-Discretionary | $10,056,357 | $186,229 |
| Total | $167,593,585 | $441,036 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $167,593,585
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,163,578,485 | 29.0% |
| Municipal Bonds | $1,559,268,632 | 20.9% |
| Equity - Exchange | $1,924,838,790 | 25.8% |
| Cash | $977,340,626 | 13.1% |
| Private Funds | $835,588,931 | 11.2% |
| Total | $7,460,615,464 | 100.0% |