Illumine Investment Management

What Illumine Investment Management does

Illumine Investment Management, LLC is a privately held, SEC-registered investment advisory firm (RIA) headquartered in Poulsbo, Washington, operating as a boutique wealth manager for high-net-worth individuals with a stated minimum of $1 million in total assets. Founded in 2004 and founder-led by CEO and Chief Investment Officer Mark McComsey and Managing Member/COO Ivan Jevremovic, the firm delivers an integrated suite of advisory services — financial planning, wealth management, investment management, retirement planning, risk management, and philanthropic planning — rather than discrete software products. Service delivery is centered on direct advisor-client relationships, with a sales-led go-to-market built on referrals, organic search, and LinkedIn presence rather than outbound marketing.

The firm's technology stack is assembled from third-party, best-of-breed tools rather than proprietary infrastructure: Morningstar Direct for investment analysis and research, Advyzon for portfolio management and client communication, Blaze Portfolio for trade execution and rebalancing, and Envestnet MoneyGuide for goal-based financial planning. Asset custody is provided by Fidelity and Charles Schwab as premier custodian partners. The CIO's stated investment approach emphasizes earnings revisions and quality, liquid, low-debt, low-beta companies. The firm holds no disclosed patents, proprietary AI/ML capabilities, or research output beyond its investment process, and its competitive positioning rests on personalized service, qualified professionals, proactive portfolio management, and customized diversification strategies.

Revenue mechanics are entirely fee-based on assets under management, with a transparent percentage-of-AUM subscription structure billed annually; specific fee schedules are not publicly disclosed. The customer base is exclusively HNW households in the United States, with operations concentrated in Washington State and explicit non-international restrictions. Ownership is private and founder-driven, with apparent family involvement across CCO and marketing roles, and there are no disclosed institutional investors, parent companies, subsidiaries, funding rounds, or M&A activity in the available record.

Name

Illumine Investment Management

Legal name

Illumine Investment Management, LLC

Website

https://illumineinvest.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Illumine Investment Management is a privately held, SEC-registered boutique RIA in Washington State that delivers personalized financial planning, investment management, and wealth advisory services to high-net-worth individuals with a $1 million minimum.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Portfolio management

Headquarters

HQ city

Bainbridge Island

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Assets Under Management (AUM) Fees: Transparent fee structure based on a percentage of assets under management. The firm aligns its success with client outcomes, ensuring incentives match client best interests.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Illumine Investment Management is a boutique SEC-registered investment advisory firm that delivers personalized wealth management, investment management, financial planning, retirement planning, risk management, and philanthropic planning services to high-net-worth individuals. The firm requires a minimum of $1 million in investable assets and earns revenue through transparent AUM-based fees, using third-party technology platforms such as Morningstar Direct, Advyzon, Blaze Portfolio, and Envestnet MoneyGuide to support its advisory services, with custody provided by Fidelity and Charles Schwab.

Product overview

Illumine Investment Management is a boutique wealth management firm offering a unified suite of financial services rather than a modular software product. The core offering integrates Financial Planning, Wealth Management, Investment Management, Retirement Planning, Risk Management, and Philanthropic Planning services, supported by custodial solutions through Fidelity and Schwab. The firm leverages technology platforms including Morningstar Direct, Advyzon, Blaze Portfolio, and Envestnet MoneyGuide to deliver personalized, data-driven financial strategies to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Tailored financial plans covering retirement, education funding, estate planning, and tax strategies for affluent individuals.
• Wealth Management Comprehensive management of financial assets, including investments and real estate, focused on wealth growth for high-net-worth clients.
• Investment Management Tailoring and managing investment portfolios based on clients' risk tolerance, financial goals, and investment horizon.
• Retirement Planning Guidance on achieving a secure retirement, including IRA and 401(k) advice, pension strategies, and savings plans.
• Risk Management Identifying financial risks and recommending strategies to mitigate them, ensuring financial health and security for clients.
• Philanthropic Planning Guidance on charitable giving, including charitable trusts or donor-advised funds.
• Custodial Solutions Asset custody services through premier custodians including Fidelity and Schwab, ensuring secure storage of client investments.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• FidelitycoreTechnology or IntegrationPremier custodian partner ensuring secure asset custody with rigorous safety measures and regulatory compliance. Trust and security form the core of the approach.
• Charles SchwabcoreTechnology or IntegrationPremier custodian partner providing secure asset custody with rigorous safety measures and regulatory compliance. Enables firm to focus on financial strategies.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Carson Group: RIA platform and business solutions provider serving independent financial advisors. Comparable in offering integrated wealth and planning services, and relevant as a potential partner, acquirer, or competitor in the boutique RIA space.
• Schwab Wealth Advisory: Custodian-affiliated advisory service from Charles Schwab, one of Illumine's own custody partners. Represents a low-fee, scaled alternative that HNW clients may choose instead of an independent boutique RIA.
• Edelman Financial Engines: One of the largest independent RIAs in the US, providing investment management and financial planning across a broad HNW and mass-affluent client base. Competes directly for clients in Illumine's target segment at a much larger scale.
• Mercer Advisors: National independent RIA providing wealth management, estate, tax, and investment services, with a strong acquisition strategy consolidating smaller firms like Illumine — a key competitive and potential counterparty in the RIA roll-up market.
• Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, and tax services to HNW clients nationwide. Represents a scaled version of Illumine's integrated wealth and financial planning offering.
• Vanguard Personal Advisor: Hybrid robo-plus-human advisory service from Vanguard, applying low-cost investment management to a broad HNW audience. Competes with Illumine on price and brand scale for clients with $1M+ portfolios.

Direct peers

• Ritholtz Wealth Management: Boutique RIA known for research-driven, evidence-based investing and personalized service for HNW clients. Closely matches Illumine's size, philosophy, and client profile, making it a strong comparable for boutique RIA economics.
• Abacus Wealth Partners: Independent, fee-only RIA offering financial planning and investment management to HNW individuals with a values-aligned, personalized-service model — structurally similar to Illumine's boutique fiduciary approach.
• McComsey Asset Management: Boutique RIA previously co-founded and run by Illumine's current CEO Mark McComsey, with a comparable HNW investment philosophy and AUM-based fee model — making it the most direct analog to Illumine's structure and process.
• Beverly Hills Wealth Management: Independent wealth management firm where COO Ivan Jevremovic was previously VP of Asset Management. Operates a similar HNW, fee-based advisory model and is a close functional peer in service mix and client profile.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/illumine-investment-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Illumine Investment Management