Charles Travis Reader

Financial advisor at Illuminate Wealth Management

Last updated 2026-10-10

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Charles Travis Reader is a financial advisor at Illuminate Wealth Management, CRD 6289943. Licenses and exams on the registration: Series 65. IAPD registration began 2014-03-24.

Registration

CRD number
6289943
Registration status
Active
IAPD registration
2014-03-24
Industry Experience
12 years
Work Experience
10 years
States registered
KY

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2024-09 to 2024-12 · Leading Edge Financial Planning LLC · Shelbyville, KY
  • 2024-06 to 2024-08 · Unemployed · Shelbyville, KY
  • 2015-12 to 2024-01 · Different By Design Financial Planning · Shelbyville, KY
  • 2025-05 to Present · Illuminate Wealth Management · Louisville, KY
  • 2025-01 to 2025-05 · Different By Design Financial Planning · Shelbyville, KY
  • 2024-02 to 2024-05 · Solitude Financial Services · Charlottesville, VA

Current employment

SEC IAPD record for Charles Travis Reader

Illuminate Wealth Management

Regulatory AUM
$167,593,585
Registered advisors
3
Offices
3
Average AUM per client
$2.2M (Low)
High-net-worth client ratio
46.8% (Moderate)

Illuminate Wealth Management: advisors, services and reported ETF investments

About

Charles Travis Reader is a CFP® financial advisor at Illuminate Wealth Management. Reported securities licenses include Series 65. The latest record indicates 12 years of industry experience and 10 years of reported work history.

Illuminate Wealth Management's firm-level Form ADV reports 3 advisors across 3 offices; approximately 25.7 clients per advisor, average assets per client of $2,176,540, and regulatory AUM of $167.6M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Other Advisory Service.

What this firm offers

Filed by Illuminate Wealth Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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