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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ILLUMINATION WEALTH MANAGEMENT

RINKEY INVESTMENTS, CRD 149576

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f174457-260f-2f94-76cf-686ee301fad7

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 0
Observed: Nov 19, 2021 to May 19, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $471MItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $460M
Private client RAUM: $462MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $47.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 1,246
Individual clients: 66
High net worth clients: 137
Custody, client assets: $127M
SEC number: 801-122912
CIK: 1730774
CRD: 149576
Filings on the tape: 19
First filed: Nov 19, 2021
Latest filed: May 19, 2026
Organised: Corporation, CA
Website: illuminationwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW SETH RINKEY	n/a	SAN DIEGO, CA	15	22	1	no
BENJAMIN SAMUEL RINKEY	n/a	SAN DIEGO, CA \| Rancho Mirage, CA	12	39	2	no
NORMAN JOSEPH MANGINA	Certified Financial Planner	SAN DIEGO, CA \| Palm Springs, CA	11	11	n/a	no
Sara Jane Gawick	Certified Financial Planner	Nashua, NH \| SAN DIEGO, CA	4	10	2	no
John D Kenny	Certified Financial Planner	Berkeley, CA \| SAN DIEGO, CA	1	10	2	no
David Kim	Certified Financial Planner	Northglenn, CO \| SAN DIEGO, CA	1	11	1	no
Christine Papelian	Certified Financial Planner	Orchard Park, NY \| SAN DIEGO, CA	0	14	6	no
Kimberly Grace Nickel	Certified Financial Planner	SAN DIEGO, CA \| La Grange, TX	0	11	3	no
Zachary Penn Benton	Certified Financial Planner	SAN DIEGO, CA \| Richmond, VA	0	13	1	no
Joshua Weslie Simpson	Chartered Financial Consultant	SAN DIEGO, CA \| Newberg, OR	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RINKEY, MATTHEW, SETH	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	02/2009	Nov 19, 2021	Mar 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$471M	$460M	14	9	8	n/a	n/a
2024	Mar 17, 2025	$377M	$358M	15	10	8	n/a	n/a
2023	Mar 23, 2024	$307M	$289M	14	9	8	n/a	n/a
2022	Mar 1, 2023	$196M	$184M	11	7	6	n/a	n/a
2021	Mar 17, 2022	$124M	$115M	8	6	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	2	2	20.0%	1	0	0	9	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$471M	$377M	24.8%	$196M	33.9%	14	15	8	8

Relationships

Registered with (19)

← Joshua Weslie SimpsonAdvisorregistration: current employment
Jul 29, 2026 to presentfactForm ADV
← Zachary Penn BentonAdvisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← Kimberly Grace NickelAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← Christine PapelianAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← David KimAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← John D KennyAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Sara Jane GawickAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← NORMAN JOSEPH MANGINAAdvisorregistration: current employment
Aug 24, 2015 to presentfactForm ADV
← BENJAMIN SAMUEL RINKEYAdvisorregistration: current employment
May 21, 2014 to presentfactForm ADV
← MATTHEW SETH RINKEYAdvisorregistration: current employment
Jan 26, 2011 to presentfactForm ADV
← Christopher TrittAdvisorregistration: previous registration
Apr 14, 2023 to Feb 11, 2026factForm ADV
← Heidi Bao PhanAdvisorregistration: previous registration
Feb 28, 2025 to Feb 11, 2026factForm ADV
← Sean R MeyeresAdvisorregistration: previous registration
Mar 1, 2024 to Aug 14, 2025factForm ADV
← Penny Prewitt JonesAdvisorregistration: previous registration
Apr 4, 2024 to Jun 16, 2025factForm ADV
← Jenna Rose RodriguesAdvisorregistration: previous registration
Mar 17, 2022 to Mar 26, 2024factForm ADV
← Jacob PhelpsAdvisorregistration: previous registration
Jun 11, 2021 to Jul 12, 2023factForm ADV
← ERIC EUGENE NIERGARTHAdvisorregistration: previous registration
Apr 14, 2020 to May 2, 2022factForm ADV
← KATHLEEN BRITTANY BOYDAdvisorregistration: previous registration
Aug 22, 2019 to Mar 15, 2021factForm ADV
← Andrew James CostelloAdvisorregistration: previous registration
Jul 25, 2018 to Mar 27, 2020factForm ADV

Controls (1)

← RINKEY, MATTHEW, SETHOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 19, 2021 to Mar 23, 2024factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
Christopher Tritt left Illumination Wealth Management for Lpl Financial Llc (registered 2026-04-10)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2026
Advisor changed firm
Heidi Bao Phan left Illumination Wealth Management for Rebalance Llc (registered 2026-04-29)
Form ADVobserved 4 days ago
Occurred
Aug 14, 2025
Advisor changed firm
Sean R Meyeres left Illumination Wealth Management for Q3 Advisors, Llc (registered 2025-07-10)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2025
Advisor changed firm
Penny Prewitt Jones left Illumination Wealth Management for Titleist Asset Management, Llc (registered 2025-09-12)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Jenna Rose Rodrigues left Illumination Wealth Management for Saltbox Financial Llc (registered 2025-03-06)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2024
Regulatory AUM changed
Illumination Wealth Management reported RAUM $307.1M, up 56% from $196.4M (2024-01-18 to 2024-03-23)
Form ADVobserved 4 days ago
$111M
Occurred
Jul 12, 2023
Advisor changed firm
Jacob Phelps left Illumination Wealth Management for Strong Wealth (registered 2023-11-22)
Form ADVobserved 4 days ago
Occurred
May 2, 2022
Advisor changed firm
Eric Eugene Niergarth left Illumination Wealth Management for Origin Investment Advisory Llc (registered 2022-07-20)
Form ADVobserved 4 days ago
Occurred
Nov 19, 2021
First Form ADV filing
Illumination Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f174457-260f-2f94-76cf-686ee301fad7
First observed: Nov 19, 2021
Last observed: May 19, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ILLUMINATION WEALTH MANAGEMENT

RINKEY INVESTMENTS, CRD 149576

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f174457-260f-2f94-76cf-686ee301fad7

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW SETH RINKEY

n/a

SAN DIEGO, CA

BENJAMIN SAMUEL RINKEY

n/a

SAN DIEGO, CA | Rancho Mirage, CA

NORMAN JOSEPH MANGINA

Certified Financial Planner

SAN DIEGO, CA | Palm Springs, CA

n/a

Sara Jane Gawick

Certified Financial Planner

Nashua, NH | SAN DIEGO, CA

John D Kenny

Certified Financial Planner

Berkeley, CA | SAN DIEGO, CA

David Kim

Certified Financial Planner

Northglenn, CO | SAN DIEGO, CA

Christine Papelian

Certified Financial Planner

Orchard Park, NY | SAN DIEGO, CA

Kimberly Grace Nickel

Certified Financial Planner

SAN DIEGO, CA | La Grange, TX

Zachary Penn Benton

Certified Financial Planner

SAN DIEGO, CA | Richmond, VA

Joshua Weslie Simpson

Chartered Financial Consultant

SAN DIEGO, CA | Newberg, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RINKEY, MATTHEW, SETH

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/2009

Nov 19, 2021

Mar 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$471M

$460M

n/a

2024

Mar 17, 2025

$377M

$358M

n/a

2023

Mar 23, 2024

$307M

$289M

n/a

2022

Mar 1, 2023

$196M

$184M

n/a

2021

Mar 17, 2022

$124M

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$471M

$377M

24.8%

$196M

33.9%