Illumination Wealth Company Profile, Contacts & Intelligence

Financial Services4320 La Jolla Village Dr14 employeesFounded 2009
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
14
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
4
Mapped contact coverage

Illumination Wealth Overview

Illumination Wealth is an innovative and comprehensive wealth design firm with a simple mission: To empower each client with financial clarity and a personalized plan to live their best financial life. With Illumination Wealth, we created a concierge firm that provides holistic advice and solutions in the best interest of our clients. This is more than just wealth management and more than traditional financial advice. It is about delivering exceptional advice, strategy and service to help you achieve the greatest return on your entire financial life.

Headquarters
4320 La Jolla Village Dr
Website
illuminationwealth.com
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management Financial Planning Investment Management Listening

Illumination Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
4 company-domain emails
Visible contacts using Illumination Wealth's company email domain.
Finance
3
Sales
2
General
1
Operations
1

Illumination Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Matt Rinkey, Cepa®
Financial Life Planner Helping Growth
EP
H
Heidi Phan-Peterson, Cfp®, Mba
Financial Planner
E
J
John D Kenny, Cfp®, Mba
Senior Financial Planner
E
B
Benjamin Rinkey
Senior Investment Strategist

Illumination Wealth Workforce Composition

Seniority breakdown across 10 visible profiles.

Individual contributor
5
Senior / Lead
3
Manager
1
Associate / junior
1

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