Matthew
Rinkey
Illumination Wealth Management
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About this Advisor
Matthew Rinkey is a financial advisor operating out of San Diego, California with 14 years of relevant experience. Rinkey is currently employed by Illumination Wealth Management. The advisor has gained experience at Rinkey Investments, Ben Rinkey And Associates, LLC and Illumination Family Office. Rinkey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado, Florida, Illinois, Minnesota, New York and Texas. Illumination Wealth Management is a registered investment company operating out of San Diego, CA. The firm has offices in six locations and a total of 11 financial advisors. It controls $196 million in assets under management between its 849 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 849 customer accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Illumination Wealth Management performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Illumination Wealth Management likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Illumination Wealth Management Brokerage Details
$196,387,845
11
849
$231,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Matthew Rinkey Work History
Matthew has been registered as a financial advisor for 14 years.*
Illumination Family Office
Rinkey Investments
Ben Rinkey And Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Rinkey 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
San Diego, CA
Houston, TX
San Diego, CA
Boise, ID
San Diego, CA
Colorado Springs, CO
San Diego, CA
Orinda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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