INLIGN WEALTH MANAGEMENT, LLC
CRD #120747 SEC #801-61228 PHOENIX, AZ 602-385-3266
SEC Registered
Total AUM
$1.8B
Discretionary
$15.6M
Employees
--
Clients
25
Accounts
787
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGTHOLD, DIANA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BERGTHOLD, DIANA, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BERGTHOLD, DIANA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BERGTHOLD, DIANA, LYNN | I | DIRECTOR OF FINANCE AND ADMINISTRATION | NA | Control |
| BERGTHOLD, DIANA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BERGTHOLD, DIANA, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BURROUGHS, CHRISTINA, SELLERS | I | DIRECTOR OF FAMILY OFFICE | NA | Control |
| CARROLL, CHARLES, ROBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARROLL, CHARLES, ROBERT | I | DIRECTOR OF INVESTMENTS | NA | Control |
| CARROLL, CHARLES, ROBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARTER, MATTHEW, JEFFERSON | I | DIRECTOR | NA | Control |
| CARTER, MATTHEW, JEFFERSON | I | DIRECTOR | NA | Control |
| CHAKKERA, ANIL, GANAPATHY | I | CHIEF INVESTMENT OFFICER | NA | |
| FELDMAN, MARK, DAVID | I | MANAGING PRINCIPAL | NA | Control |
| FELDMAN, MARK, DAVID | I | MANAGING PRINCIPAL | NA | Control |
| FELDMAN, MARK, DAVID | I | MANAGING PRINCIPAL | NA | Control |
| FELDMAN, MARK, DAVID | I | LFO\CEO | NA | Control |
| FELDMAN, MARK, DAVID | I | MANAGING PRINCIPAL | NA | Control |
| FELDMAN, MARK, DAVID | I | MANAGING PRINCIPAL | NA | Control |
| HODGES, WILLIAM, JACOB | I | SENIOR MANAGING DIRECTOR | NA | Control |
| HODGES, WILLIAM, JACOB | I | SENIOR MANAGING DIRECTOR | NA | Control |
| HODGES, WILLIAM, JACOB | I | DIRECTOR OF PEOPLE AND HUMAN RESOURCES | NA | Control |
| HODGES, WILLIAM, JACOB | I | SENIOR MANAGING DIRECTOR | NA | Control |
| HORN, SCOTT, MICHAEL | I | CHIEF WEALTH MANAGEMENT OFFICER | NA | Control |
| HORN, SCOTT, MICHAEL | I | CHIEF INFORMATION OFFICER | NA | Control |
| HORN, SCOTT, MICHAEL | I | CHIEF WEALTH MANAGEMENT OFFICER | NA | Control |
| HORN, SCOTT, MICHAEL | I | DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| HORN, SCOTT, MICHAEL | I | CHIEF WEALTH MANAGEMENT OFFICER | NA | Control |
| HORN, SCOTT, MICHAEL | I | CHIEF INFORMATION OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAGLIOLA, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHABAKER, ELIZABETH, MOLLIE | I | DIRECTOR OF INVESTMENT OPERATIONS | NA | Control |
| VOITA, ERIC, JAMES | I | CHIEF TAX OFFICER | NA | Control |
| VOITA, ERIC, JAMES | I | DIRECTOR OF TAX | NA | Control |
| VOITA, ERIC, JAMES | I | CHIEF TAX OFFICER | NA | Control |
| WALSER, DAVID, KIMBALL | I | CHIEF CLIENT STRATEGIES OFFICER | NA | Control |
| WALSER, DAVID, KIMBALL | I | DIRECTOR | NA | Control |
| WALSER, DAVID, KIMBALL | I | DIRECTOR OF CLIENT STRATEGIES | NA | Control |
| WALSER, DAVID, KIMBALL | I | CHIEF CLIENT STRATEGIES OFFICER | NA | Control |
| FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | DE | OWNER | E | Control |
| FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | DE | OWNER | E | Control |
| FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | DE | OWNER | E | Control |
| GENSPRING FAMILY OFFICES, LLC | DE | PARENT COMPANY | E | Control |
| INLIGN WEALTH MANAGEMENT, LLC. | DE | OWNER | E | Control |
| INLIGN WEALTH MANAGEMENT, LLC. | DE | OWNER | E | Control |
| RHYS-INLIGN, LLC | DE | OWNER | A | Control |
| RHYS-INLIGN, LLC | DE | OWNER | A | Control |
| RHYS-INLIGN, LLC | DE | OWNER | A | Control |
| WHITECAP-INLIGN, LLC | DE | OWNER | A | Control |
| WHITECAP-INLIGN, LLC | DE | OWNER | A | Control |
| WHITECAP-INLIGN, LLC | DE | OWNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FELDMAN, ALLAN, JAY | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| FELDMAN, ALLAN, JAY | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| FELDMAN, ALLAN, JAY | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| FELDMAN, ALLAN, JAY | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| FELDMAN, ALLAN, JAY | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| ZACK, ROBERT, WILLIAM | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| ZACK, ROBERT, WILLIAM | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| ZACK, ROBERT, WILLIAM | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| ZACK, ROBERT, WILLIAM | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| ZACK, ROBERT, WILLIAM | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | F | Control |
| FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | DE | INLIGN WEALTH MANAGEMENT, LLC | E | Control |
| FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | DE | INLIGN WEALTH MANAGEMENT, LLC | E | Control |
| RHYS, LP | DE | RHYS-INLIGN, LLC | E | Control |
| RHYS, LP | DE | RHYS-INLIGN, LLC | E | Control |
| RHYS, LP | DE | RHYS-INLIGN, LLC | E | Control |
| WHITECAP INVESTMENTS, GP | DE | WHITECAP-INLIGN, LLC | E | Control |
| WHITECAP INVESTMENTS, GP | DE | WHITECAP-INLIGN, LLC | E | Control |
| WHITECAP INVESTMENTS, GP | DE | WHITECAP-INLIGN, LLC | E | Control |
| GENSPRING HOLDINGS, INC. | DE | GENSPRING FAMILY OFFICES, LLC | D | Control |
| CALEB F. REESE IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| CALEB F. REESE IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| CALEB F. REESE IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| DAVID E. REESE REVOCABLE TRUST | DE | RHYS, LP | C | |
| DAVID E. REESE REVOCABLE TRUST | DE | RHYS, LP | C | |
| DAVID E. REESE REVOCABLE TRUST | DE | RHYS, LP | C | |
| EDITH G. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EDITH G. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EDITH G. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EDWARD J. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EDWARD J. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EDWARD J. ANDREW REVOCABLE TRUST | DE | WHITECAP INVESTMENTS, GP | C | |
| EVERETT DAVID REESE II IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| EVERETT DAVID REESE II IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| EVERETT DAVID REESE II IRREVOCABLE TRUST | DE | RHYS, LP | C | |
| FELDMAN, DONNA, MARIE | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, DONNA, MARIE | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, DONNA, MARIE | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, DONNA, MARIE | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, DONNA, MARIE | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, MARK, DAVID | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, MARK, DAVID | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, MARK, DAVID | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, MARK, DAVID | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| FELDMAN, MARK, DAVID | I | FFZ INVESTMENT GROUP LIMITED PARTNERSHIP | C | Control |
| UNVESTED EMPLOYEE INTERESTS | DE | GENSPRING FAMILY OFFICES, LLC | C |
Registrations
Federal
IA
Mar 30, 2007 REGISTERED
Notice Filings (13)
AZ CA CO FL IL NC NE NH NV SD TX VA WI
Address
2355 EAST CAMELBACK ROADSUITE 750
PHOENIX, AZ 85016
USA
Phone: 602-385-3266