Lauren Mendel
Illuminate Wealth Management · Yorktown, Virginia
Lauren Mendel is a fee-only financial advisor at Illuminate Wealth Management in Yorktown, Virginia, who holds the CFP credential. Illuminate Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Illuminate Wealth Management |
|---|---|
| Based in | Yorktown, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $167.6M across 380 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 8272138 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.illuminatewm.com |
How Lauren's firm compares
- Illuminate Wealth Management's average account is about $441,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Lauren
Is Lauren Mendel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Illuminate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Illuminate Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lauren Mendel based?
Lauren Mendel is based in Yorktown, Virginia.
What credentials does Lauren Mendel hold?
Lauren Mendel holds the CFP credential.
Is Lauren Mendel registered with the SEC?
Yes. Lauren Mendel is registered as an investment adviser representative in VA (CRD 8272138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illuminate Wealth Management manage?
Illuminate Wealth Management reports $167.6M across 380 accounts in assets under management.
How do I contact Lauren Mendel?
Through Lauren's website, www.illuminatewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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