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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$168MItem 5.F on the latest filing (2026-05-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$158M

Private client RAUM

$166MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$55.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

2

Offices

7Schedule D 1.F, beyond the principal office

Accounts

380

Individual clients

37

High net worth clients

36

Custody, client assets

$45.0M

SEC number

801-132968

CRD

306411

Filings on the tape

3

First filed

Jun 17, 2025

Latest filed

May 20, 2026

Organised

Limited Liability Company, IL

Website

illuminatewm.com

• Occurred

  Jun 4, 2026
  Advisor changed firm

  Jefferson Yuhan Chan left Illuminate Wealth Management for Mutual Advisors, Llc (registered 2026-06-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d183aecc-c37c-0fae-d609-96c3bc8f27b7

First observed

Jun 17, 2025

Last observed

May 20, 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.