Inlight Wealth
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 289908
- Registered since
- September 29, 2017
- Website
- www.inlightwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.8%
- Individuals2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Inlight Wealth LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm operates as a capital allocator for individual and family clients, charging both percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and the selection of third‑party advisers. The firm is not positioned as an ESG investor and does not list pension consulting or multi‑state adviser status on its filings. Corporate affiliations indicate involvement as an adviser and sponsor, and roles as a GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Public Funds/Mutual Funds24%
- US Government Bonds17%
- Exchange Traded Equities15%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$376M in ETFs
100%
$375M
0%
$376K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $51.9M | 734,774 | 13.81% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1 Glenlake Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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