Illumifi Wealth

Overview

Illumifi Wealth is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management for individual and small business clients. The firm combines advisory services with insurance brokerage activity, suggesting an integrated approach that pairs investment management with risk-transfer solutions. Fee arrangements are flexible: Illumifi Wealth charges a percentage of assets under management and also uses hourly and fixed-fee engagements, which supports both ongoing investment relationships and project-based planning work. Investment preferences are equity-oriented. The firm’s reported asset mix shows a strong tilt toward exchange-traded equities and related vehicles, with minimal indication of institutional-style allocations to private funds or complex alternatives. Illumifi Wealth does not identify as an active ESG investor and operates from a single-office model, focusing on a concentrated client base rather than a multi-state or large institutional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices