Dakota
Dakota
Book a Demo
Talk to an Expert

Illuminate Wealth Management, LLC

EST. AUM
$167,593,585

CONTACTS
2

CLIENT ACCOUNTS
380

Firm Details

Metro area Chicago
CRD Number 306411
Website illuminatewm.com
Client types

Overview

Illuminate Wealth Management, LLC is a boutique, fee-only Registered Investment Advisor (RIA) headquartered in Barrington, Illinois, with offices across multiple U.S. cities including Chicago, Louisville, and Colorado Springs. Founded in 2020 by Ben Hockema, CFP®, the firm delivers comprehensive financial planning and investment advisory services to individuals, families, and business owners. Guided by a fiduciary standard, Illuminate focuses on aligning financial strategies with client values and life goals. Its team of Certified Financial Planners™, Enrolled Agents, and experienced professionals offer personalized service across wealth management, tax planning, retirement strategies, and equity compensation guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy