Inlight Wealth

Overview

Inlight Wealth is an independent, LLC-structured registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its advisory toolkit includes direct portfolio management and selection of third‑party advisers. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Inlight Wealth describes itself as a capital allocator and maintains affiliations that suggest sponsor and manager roles: it is listed as an other investment adviser and sponsor and as a general partner/managing member of pooled investment vehicles. Those ties indicate the firm can both allocate client capital to outside managers and participate in operating pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives