# Illumifi Wealth

> Illumifi Wealth is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 338755
- Filed as: ILLUMIFI WEALTH
- Legal name: Illumifi Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338755
- AdvisorCensus page: https://advisorcensus.com/firm/illumifi-wealth-338755

## Quick answers

**How is Illumifi Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Illumifi Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Illumifi Wealth registered with the SEC or a state?**
Illumifi Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338755.

**How much does Illumifi Wealth manage?**
Illumifi Wealth reports $8,452,654 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does Illumifi Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Illumifi Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338755

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,452,654
- Discretionary: $8,452,654
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $5,367,292 |
| High net worth individuals | Fewer than 5 | $3,085,362 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- illumifiwealth.com
- Facebook @cartermichaelsoncfp
- Facebook @illumifiwealth
- Instagram @carterthecfp
- LinkedIn @illumifi-wealth
- LinkedIn @cartermichaelson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Illumifi Wealth (CRD 338755): Form ADV filing data as of October 2026.