INLIGHT WEALTH
INLIGHT WEALTH MANAGEMENT, LLC Legal Name
Adviser information for INLIGHT WEALTH last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 663 | $339.8M |
| Non-Discretionary | 178 | $22.9M |
| Total | 841 | $362.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 128 | $21.9M |
| HNW Individuals | 137 | $340.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 339.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| INLIGHT WEALTH WRAP FEE PROGRAM | INLIGHT WEALTH |
Identifiers
| SEC RIA File Number | 801-111767 |
|---|---|
| SEC ERA File Number | 801-111767 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289908 |
| Legal Entity Identifier | None |
Principal Office
1175 PEACHTREE STREET NESUITE 360
ATLANTA
GA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 404-551-2808, Fax: 470-266-2333
Chief Compliance Officer
ANGELIQUE F. DUMLER
PARTNER
1175 PEACHTREE STREET NE
SUITE 360
ATLANTA
GA
United States
Tel:
404-551-2170
Fax:
470-266-2333
A***********@****************M
(Full email address available in API data)
Regulatory Contact
JASON S. JOFFE
MANAGING PARTNER, CHIEF INVESTMENT OFFICER
1175 PEACHTREE STREET NE
SUITE 360
ATLANTA
GA
United States
Tel:
404-551-2190
Fax:
470-266-2333
J**********@****************M
(Full email address available in API data)
Industry Affiliates
| WEST ELK CAPITAL, LLC | Other investment adviser, including financial planners |
| WEST ELK, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOFFE, JASON, S | Individual | – | MANAGER, CHIEF INVESTMENT OFFICER | 10/2017 | 50-75% |
| DUMLER, ANGELIQUE, F | Individual | – | MEMBER / CHIEF COMPLIANCE OFFICER | 10/2017 | 10-25% |
| ESSER, BENJAMIN, DAVID | Individual | – | MEMBER | 10/2017 | 10-25% |
| HARPER, BRIAN, JAMES | Individual | – | MEMBER | 11/2020 | 10-25% |