RIA Intel›Advisers›Minnesota›ILLUMIFI WEALTH, LLC

ILLUMIFI WEALTH, LLC

Advisory

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$66K

across 129 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

AQUINAS CAPITAL ADVISORS LLC

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ALPHASFUTURE LLC

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NEXTGEN FINANCIAL ADVICE LLC

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WADE INVESTMENTS, LLC

MINNEAPOLIS, MN

$8M

+418.7% 1Y

FAIR PARK CAPITAL MANAGEMENT LLC

$8M

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