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Inlight Wealth Management, LLC

● SEC registered since 2017CRD 289908SEC# 801-111767Atlanta, GA
Export (members)
Reg. AUM
$451.5M
Employees
5
Accounts
945
Location
Atlanta, GA

Inlight Wealth Management, LLC assets under management

Inlight Wealth Management, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2017. It reports $451.5 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/inlight-wealth/aboutView on SEC.gov ↗

Inlight Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Angelique F DumlerMember / Chief Compliance Officer10-25%2017
Benjamin David EsserMember10-25%2017
Jason S Joffe ControlManager, Chief Investment Officer50-75%2017

Frequently asked questions

How much does Inlight Wealth Management, LLC manage?

Inlight Wealth Management, LLC reports $451.5 million in regulatory assets under management on its Form ADV.

How many employees does Inlight Wealth Management, LLC have?

Inlight Wealth Management, LLC reports 5 employees.

Where is Inlight Wealth Management, LLC located?

Inlight Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2017.

Does Inlight Wealth Management, LLC disclose fund performance?

Inlight Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Glenlake Parkway, Suite 975, Atlanta, GA 30328
Phone404-551-2808
Fax470-266-2333
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$398.6M
Non-discretionary$52.9M
Total (RAUM)$451.5M