$471.1M Total AUM
$459.8M Disc. AUM
45.0% 3Y CAGR
14 Employees
245 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- CapitalVector +more
- Established Date
- 04-29-2009
- Office Locations
- 10
Office Locations
11622 EL Camino Real Suite 100 SAN Diego CA
-- Indianapolis IN
-- LA Grange TX
About Illumination Wealth Management
Illumination Wealth Management is a San Diego–based RIA providing one-on-one, values-based financial planning and wealth management, helping clients organize their full financial life and align business and personal goals. The team focuses on entrepreneurial investors—including business owners, real estate investors, executives, and retirees—with unbiased, non-commission advice and ongoing accountability. Firm cites 94% client retention and custody relationships including Schwab.
Team overview
39 AVG AGE
$52.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.3 yrs AVG TENURE
14 Employees
9 Advisory Reps
9 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Legacy North insight Glacier Signal Unison value Alpha eagle Signal Pathway Summit signal
Client Personas
Timber vector
Custodian
Horizon Beacon pathway Frontier Signal fusion Foundation delta Optima unison Eagle value Vital Harbor unison
Investment Themes
Legacy Ember
Investment Vehicles
Radial frontier
Platform
Optima peak Wave catalyst
Services
Beacon pathway Atlas timber Peak North meridian Timber catalyst Fusion frontier Value meridian Foundation zenith Alpha foundation Legacy Insight Vital
Technology
Frontier Horizon Capital Pioneer pioneer
Owner & Executives
MATTHEW SETH RINKEY
Chief Compliance Officer, President
- CRD
- #4704464
- Ownership
- 75% or more
(929) 606-5009
value.meridian@pioneercapital.com
in linkedin.com/in/element-wave
Showing 1 of 1 owners & executives
Unlock allContacts
Zachary Penn Benton
--
- CRD
- #7320149
(605) 443-7634
matrix.legacy@momentumcapital.com
in linkedin.com/in/optima-element
S
Sara Jane Gawick
Financial Planner
- CRD
- #5544959
(845) 568-6433
alpha.pathway@legacycapital.com
in linkedin.com/in/delta-eagle
E
Ember glacier
Wave catalyst horizon
- CRD
- #34071
(573) 452-1900
catalyst.focus@atlascapital.com
in linkedin.com/in/capital-insight
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,792,893 | $379,994 |
| Non-Discretionary | $11,259,223 | $312,756 |
| Total | $471,052,116 | $378,051 |
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Separately Managed Accounts
Total SMA Asset: $471,052,116
Public Funds:
32.2% Equity - Exchange:
20.7% Municipal Bonds:
27.4% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $131,226,436 | 32.2% |
| Equity - Exchange | $84,359,851 | 20.7% |
| Municipal Bonds | $111,664,731 | 27.4% |
| U.S. Government/Agency | $80,284,496 | 19.7% |
| Total | $407,535,514 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FOCUS FOUNDATION | ELEMENT VECTOR | 0CJMW8YFV | BKBYR | 6.58% | $30,789,584 |
| PATHWAY RIDGE | FRONTIER ZENITH | JEB8GH1IK | ALDP | 11.39% | $80,959,499 |
| RIDGE BEACON VALUE | MOMENTUM BRIDGE | JE5N6LY4A | JBZX | 4.11% | $76,907,671 |
| WAVE CREST | PRIME SUMMIT | O8ABAMURN | UOWT | 0.97% | $118,017,058 |
| TIMBER CAPITAL | HORIZON LEGACY | 9J15RTF6U | HHTZ | 8.06% | $18,228,954 |
| PEAK MOMENTUM | CAPITAL VALUE | FKK3XD5I4 | HQDMS | 10.23% | $105,653,626 |
| LEGACY VERTEX TIMBER | FRONTIER DELTA | 8F3AT220V | SBGSE | 6.23% | $61,763,978 |
| ZENITH FOCUS BEACON | BRIDGE FUSION | 98ZPVQI4B | AVI | 4.89% | $81,452,129 |