RIA Intel›Advisers›Arizona›THE ILLUMINATE GROUP, LLC

THE ILLUMINATE GROUP, LLC

Advisory

GILBERT, AZ

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in AZ

#300

of 387 advisers by AUM

Average account

$130K

across 639 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients255

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

255 clients

21 high-net-worth

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

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