Illumination Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
4320 La Jolla Village Dr Ste 210, San Di...Phone Number
(858) 246-6855Website
www.illuminationwealth.comRevenue
$8.2 MillionIndustry
About Illumination Wealth Management
Illumination Wealth Management offers personalized one-on-one financial planning services aimed at guiding clients through their financial journeys. They cater to entrepreneurial investors, real estate investors, executives, and retirees, providing unbiased advice without commissions or hidden fees. The company focuses on aligning clients' business and life goals while improving their financial literacy and independence. With over 60 years of combined experience and a 94% client retention rate, they strive to help clients achieve financial clarity and live their best financial lives.Explore more
Illumination Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Illumination Wealth Manag...
$8.2M
11-50
Private
-
2009
BG
Barbara GreenbergSenior Manager, Private Client Accounting Services
Illumination Wealth Management Tech Stack
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Illumination Wealth Management offers personalized one-on-one financial planning services aimed at guiding clients through their financial journeys. They cater to entrepreneurial investors, real estate investors, executives, and retirees, providing unbiased advice without commissions or hidden fees. The company focuses on aligning clients' business... Read More
