Firm profile

INLIGHT WEALTH

ATLANTA, GACRD 289908Latest ADV March 4, 2026

Inlight Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 4, 2026, reports $843M in regulatory assets under management, 6 employees, and 845 accounts.

Assets Under Management
$843M
Employees
6
Offices
--
Total Clients
229
Primary office
ATLANTA, GA
1 GLENLAKE PARKWAY, SUITE 975, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAngelique F. Dumler
CIOJason S. Joffe

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
148
2
Individuals
35.4%
81

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$843Mas of March 4, 2026
Discretionary70.6%
$595M
71% of total RAUM70.6%
Non-discretionary29.4%
$248M
29% of total RAUM29.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$843M
Total Accounts845
10Y AUM Change+$843M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee38:1
10Y Employee Change+5 (+500.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.