Illumination Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Illumination Wealth is an innovative and comprehensive wealth design firm with a simple mission: To empower each client with financial clarity and a personalized plan to live their best financial life. 

With Illumination Wealth, we created a concierge firm that provides holistic advice and solutions in the best interest of our clients. This is more than just wealth management and more than traditional financial advice. It is about delivering exceptional advice, strategy and service to help you achieve the greatest return on your entire financial life.

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
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  • Stylized image of a person
    S. D. M.
    Partner
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  • Stylized image of a person
    D. G.
    Operations Manager
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  • Stylized image of a person
    B. G.
    Family Office Accounting Manager
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    S. B.
    Client Service Manager
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    S. G.
    Senior Financial Planner
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  • Stylized image of a person
    B. R.
    Senior Investment Strategist
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  • Stylized image of a person
    H. Z.
    Full Charge Bookkeeper
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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
    D. G.
    Operations Manager
    Phone icon
    United States
    Nov 24, 2025
  • Stylized image of a person
    B. G.
    Family Office Accounting Manager
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    S. B.
    Client Service Manager
    Phone icon
    United StatesTexas
    Nov 24, 2025
  • Stylized image of a person
    S. G.
    Senior Financial Planner
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    United StatesNew Hampshire
    Nov 24, 2025
  • Stylized image of a person
    B. R.
    Senior Investment Strategist
    Phone icon
    United StatesMinnesota
    Nov 24, 2025
  • Stylized image of a person
    H. Z.
    Full Charge Bookkeeper
    Phone icon
    Nov 24, 2025
  • Stylized image of a person
    H. P.
    Financial Planner
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    United StatesColorado
    Nov 24, 2025
  • Stylized image of a person
    C. T.
    Financial Planner
    Phone icon
    United States
    Nov 24, 2025

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; 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 December 2025. 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 December 2025, Illumination Wealth's key employees include:

  • Founder And President: C. M. R.
  • Partner: S. D. M.
  • Operations Manager: D. G.
  • Family Office Accounting Manager: B. G.
  • Client Service Manager: S. B.

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