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Illumination Wealth Management CRD 149576
$471M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| CO | RA | APPROVED | 2025-03-31 |
| FL | RA | APPROVED | 2025-03-31 |
| MN | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2011-08-16 |
| IL | RA | APPROVED | 2011-01-26 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinkey Investments | San Diego | CA | 01/2008 | Present |
| Ben Rinkey And Associates, Llc | Minneapolis | MN | 01/2015 | 11/2016 |
| Illumination Family Office | San Diego | CA | 09/2021 | Present |
Illumination Family Office, President/Owner, 09-2021 - Provide Family Office Services to individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-26 |
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