Illumination Wealth logo

Illumination Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Illumination Wealth is a financial services firm that supports entrepreneurs and high net worth families by bringing clarity, structure, and confidence to their financial lives. The company provides financial planning and Family Office services aimed at organizing and professionalizing clients’ finances through thoughtful guidance and proactive support, with an emphasis on unbiased investment strategies and simplifying complexity. Its target market comprises successful business owners and wealthy families who seek trusted guidance, time freedom, and long-term peace of mind to focus on their businesses, families, and personal goals. Based in San Diego, California, Illumination Wealth operates in an advisory space that centers on comprehensive financial coordination rather than short-term or transactional approaches. The firm describes its work as helping clients eliminate the burden of a scattered financial “list” and to align their financial arrangements with their broader life objectives. } }**Oops formatting corrected**{

Find Illumination Wealth employees' phone numbers or email addresses

Illumination Wealth Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Oceania
1

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  • Australia
    1

Illumination Wealth's Leadership

  • Stylized image of a person
    C. M. R.
    Founder And President
    Phone icon
  • Stylized image of a person
    S. D. M.
    Partner
    Phone icon
  • Stylized image of a person
    C. P.
    Lead Advisor
    Phone icon
  • Stylized image of a person
    D. G.
    Operations Manager
    Phone icon
  • Stylized image of a person
    B. G.
    Family Office Accounting Manager
    Phone icon
  • Stylized image of a person
    B. B. R. R.
    Senior Investment Strategist
    Phone icon
  • Stylized image of a person
    S. G.
    Senior Financial Planner
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  • Stylized image of a person
    H. Z.
    Full Charge Bookkeeper
    Phone icon

Illumination Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Illumination Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. D. M.
    Partner
    Phone icon
    AustraliaWestern Australia
    Nov 13, 2025
  • Stylized image of a person
    C. M. R.
    Founder And President
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    C. P.
    Lead Advisor
    Phone icon
    United StatesNew York
    Jun 03, 2026
  • Stylized image of a person
    D. G.
    Operations Manager
    Phone icon
    United States
    Jun 30, 2026
  • Stylized image of a person
    B. G.
    Family Office Accounting Manager
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    B. B. R. R.
    Senior Investment Strategist
    Phone icon
    United StatesMinnesota
    Jun 24, 2026
  • Stylized image of a person
    S. G.
    Senior Financial Planner
    Phone icon
    United StatesNew Hampshire
    Jun 08, 2026
  • Stylized image of a person
    H. Z.
    Full Charge Bookkeeper
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    C. T.
    Financial Planner
    Phone icon
    United States
    Jun 10, 2026

Frequently Asked Questions

What is Illumination Wealth known for?

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Illumination Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 4320 la Jolla Village Drive Suite 210 San Diego, California United States; you can contact the main corporate office by phone at . Explore Illumination Wealth's company overview page for more information.

What is Illumination Wealth's most common email format?

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Illumination Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Illumination Wealth email formats with LeadIQ.

How many employees does Illumination Wealth have currently?

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Illumination Wealth has approximately 14 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Illumination Wealth's key employees and leadership?

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As of June 2026, Illumination Wealth's key employees include:

  • Founder And President: C. M. R.
  • Partner: S. D. M.
  • Lead Advisor: C. P.
  • Operations Manager: D. G.
  • Family Office Accounting Manager: B. G.

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