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INLIGHT WEALTH
INLIGHT WEALTH MANAGEMENT, LLC
CRD 289908 · SEC 801-111767
1 GLENLAKE PARKWAY, SUITE 975, ATLANTA, GA, 30328, United States
Phone
404-551-2808
Fax
470-266-2333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$843.3M
Discretionary AUM
$595.2M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $18.5M |
| High net worth individuals | 148 | $824.8M |
States served
AL, CA, CO, GA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD