Illuminate

How to access Illuminate client agreements

What is Form ADV?

Form ADV is a regulatory document that all registered investment advisors must file with the Securities and Exchange Commission (SEC). It contains important information about our business practices, fees, conflicts of interest, and more.

How to access Form ADV and Client Agreement

  1. Tap Profile in the bottom navigation bar
  2. Select Settings
  3. Tap Documents
  4. Select Legal Documents
  5. Choose either Illuminate Form ADV Part 2A Appendix 1 or Illuminate Client Agreement to view or download

Need help? If you have any trouble accessing these documents or have questions about their contents, please send us a message on the app or email hello@illuminate.earth.

We recommend reviewing these documents carefully when you first open your account and referring back to them if you have questions about our services or policies.

Illuminate

Form ADV Part 2A

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Privacy Policy

Terms of Use

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.