Illumifi Wealth

Overview

Illumifi Wealth is a Minnesota-based independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on serving individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selecting other advisers when appropriate. It also operates as an insurance broker and describes itself as a capital allocator, indicating it places client capital with external managers or third-party products as part of its offering. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices