Illuminate Wealth Management

Overview

Illuminate Wealth Management is an SEC registered investment adviser based in Barrington, IL, registered since 2020. It reports $168M in assets under management across 380 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM

$168M

Discretionary

94%

Accounts

380

Average account

$441K

Employees

6

Advisory reps

3

Registered since

2020

Jurisdictions

7

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Benjamin Joseph Hockema Managing Member CRD 6119597
• Edgardo Arraya Chief Compliance Officer CRD 7440678
• David Shirley Member CRD 7198587

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• Benjamin Joseph Hockema Investment Adviser Rep CRD 6119597
• Lauren Mendel Investment Adviser Rep CRD 8272138
• Charles Travis Reader Investment Adviser Rep CRD 6289943

Location

Headquarters

777 Lake Zurich Rd Ste 125C
Barrington, IL 60010

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: illuminatewm.com

Every state, with registration dates

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