Sara
Gawick
Illumination Wealth Management
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About this Advisor
Sara Gawick is a certified financial planner working in Houston, Texas who has 1 year of industry experience. Gawick is an advisor for Illumination Wealth Management. During their career, the advisor has held roles at Wells Fargo Advisors Financial Network, LLC, Extended Travel/Unemployed, French Country Wines, Macquarie America Services Inc, Macquarie Funding Holdings Inc, Ameriprise Financial Services, Inc and Illumination Wealth Management. Gawick has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Illumination Wealth Management is a company that has its headquarters in San Diego, CA. The firm has offices in six locations and a total of 11 financial advisors. It administers $196 million in total assets across its 849 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 849 accounts, 47% belong to high-net-worth clients who have at least $1 million in assets available to invest. Illumination Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees largely vary depending on which service is offered. Fees charged by Illumination Wealth Management most likely include 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
Sara Gawick Work History
Sara has been registered as a financial advisor for 1 years.*
Illumination Wealth Management
Ameriprise Financial Services, Inc
Wells Fargo Advisors Financial Network, LLC
Extended Travel/Unemployed
French Country Wines
Extended Travel/Unemployed
Macquarie America Services Inc
Macquarie Funding Holdings Inc
*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 Sara Gawick 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
San Diego, CA
Houston, TX
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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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.
