David Shirley is not listed as a control person, but directly owns between 10% and 25% of Illuminate Wealth Management.
Illuminate Wealth Management is an investment adviser based in Barrington, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $168 million, as filed on 20 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7198587
- Firm
- Illuminate Wealth Management · CRD 306411
- Role
- Member
- In role since
- September 2019 · 7 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Barrington, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does David Shirley work?
David Shirley has held the title Member at Illuminate Wealth Management LLC since September 2019.
How can I verify David Shirley’s record?
David Shirley’s role is listed on Illuminate Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 306411.
