INLIGHT WEALTH

Overview

Inlight Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is owned by an individual and focuses on serving individual and family clients. Its fee model combines AUM-based fees with fixed fees, and the advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third‑party advisers. Inlight Wealth self-identifies as a capital allocator rather than a pure implementation shop. The firm is not a multi‑state adviser and does not market itself as an ESG investor. It also does not position itself as a pension consultant or related adviser. Inlight Wealth reports industry roles beyond traditional advisory work, including functioning as an investment sponsor and acting as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives