Sean
Meyeres

Illumination Wealth Management

CRD#5073170
Investment Advisor
in Phoenix, AZ

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About this Advisor

Sean Meyeres is a financial advisor based in Phoenix, Arizona, working with Illumination Wealth Management. Sean has previously held positions at Charles Schwab & Co., Inc, Dew Wealth Management, Q3 Advisors, LLC, Mariner Wealth Advisors, Illumination Wealth Management, Usaa Financial Advisors Inc, and Usaa Financial Planning Services. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and California. Currently, Sean is part of Illumination Wealth Management, which operates out of Phoenix, Arizona. The firm has 8 offices and 14 employees. The firm manages assets totaling $307.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Illumination Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6511 E Villa Maria Dr
Phoenix, AZ 85054

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Illumination Wealth Management Brokerage Details

Total Assets Under Management

$307,090,824

AZ Average: $7,578,581,321
Total Number of Employees

14

AZ Average: 43
Total Number of Accounts

970

AZ Average: 3,727
Average Account Size

$316,588

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Sean Meyeres Work History

2024 - Present (0 year)

Illumination Wealth Management

2023 - Present (1 year)

Mariner Wealth Advisors

2021 - 2021 (< 1 year)

Dew Wealth Management

2021 - 2023 (2 years)

Q3 Advisors, LLC

2017 - 2019 (2 years)

Charles Schwab & Co., Inc

2005 - 2017 (12 years)

Usaa Financial Advisors Inc

2005 - 2017 (12 years)

Usaa Financial Planning Services

Disclosures

Please visit the SEC profile of Sean Meyeres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Illumination Wealth Management

Steinar Jewett
Indianapolis, IN
John Kenny
Orinda, CA
Penny Jones
Kilgore, TX
Sara Gawick
San Diego, CA
Christopher Tritt
San Diego, CA
Benjamin Rinkey
San Diego, CA
Alexander Doyle
Rochester, NY
Matthew Rinkey
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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