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INLIGHT WEALTH
Legal name: INLIGHT WEALTH MANAGEMENT, LLC
CRD 289908File 801-111767
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$843.3M
Above cohort median (national)
Discretionary AUM
$595.2M
Non-discretionary $248.1M
Clients
229
845 accounts
Employees
6
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 29, 2017
- Principal office
- 1 GLENLAKE PARKWAY, SUITE 975, ATLANTA, GA, 30328
- Phone
- 404-551-2808
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $843.3M
- Discretionary AUM
- $595.2M
- Non-discretionary AUM
- $248.1M
- Discretionary accounts
- 572
- Non-discretionary accounts
- 273
- Total accounts
- 845
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 148 | $824.8M |
| Individuals (other than high net worth individuals) | 81 | $18.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.