AdvisorOS Directory
Claim Profile
CW

Charles C. Wilkes

ILLUMEN CAPITAL MANAGEMENT, LLC·OAKLAND, California
Unclaimed Profile
2323 BROADWAY, OAKLAND, CA 94612CRD# 4358875Firm CRD# 305411
01

About

Charles C. Wilkes is a registered financial advisor based in OAKLAND, California, affiliated with ILLUMEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ILLUMEN CAPITAL MANAGEMENT, LLC
ILLUMEN CAPITAL MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ILLUMEN CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO THE GENERAL PARTNER
Regulatory
SEC/IARD CRD# 4358875
Firm CRD# 305411
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OAKLAND?

Browse all registered financial advisors in OAKLAND, California or claim this profile if it's yours.

Browse OAKLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles C. Wilkes offer?
Charles C. Wilkes specializes in Retirement Planning. Contact their office in OAKLAND, California for a consultation.
What are Charles C. Wilkes's credentials?
Charles C. Wilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles C. Wilkes located?
Charles C. Wilkes is based in OAKLAND, California, working with ILLUMEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Charles C. Wilkes charge for services?
Charles C. Wilkes's firm is compensated through percentage of aum, other: carried interest paid to the general partner. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ILLUMEN CAPITAL MANAGEMENT, LLC?
ILLUMEN CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OAKLAND
Matthew James Novak — BERKELEY PARTNERS MANAGEMENT, LLCSamuel Eric Brasch — NATIONAL VENTURE DEVELOPMENTTrevor Hallstein — SWITCHBACK VENTURES, LLCAntonio Ho-Shing Kwan — AK GLOBAL ASSET MANAGEMENT, LLCSunil Chowdry — FALCON BRIDGE CAPITAL II, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile