INLIGHT WEALTH MANAGEMENT, LLC
Legal name: INLIGHT WEALTH
CRD #289908 SEC #801-111767 ATLANTA, GA 404-551-2808
SEC Registered
Total AUM
$451.5M
Discretionary
$398.6M
Employees
5
Clients
0
Accounts
945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $451.5M | $398.6M | $52.9M | 5 | 0 |
| Jun 2025 | $451.5M | $398.6M | $52.9M | 5 | 0 |
| Feb 2025 | $451.5M | $398.6M | $52.9M | 5 | 0 |
| Mar 2024 | $362.7M | $339.8M | $22.9M | 7 | 0 |
| Mar 2023 | $332.7M | $319.4M | $13.3M | 5 | 0 |
| Mar 2023 | $332.7M | $319.4M | $13.3M | 5 | 0 |
| Mar 2022 | $345.3M | $328.7M | $16.6M | 5 | 0 |
| Mar 2021 | $332.5M | $317.2M | $15.2M | 6 | 0 |
| Nov 2020 | $273.8M | $258.8M | $15M | 6 | 0 |
| Oct 2020 | $273.8M | $258.8M | $15M | 5 | 0 |
| May 2020 | $273.8M | $258.8M | $15M | 5 | 0 |
| Mar 2020 | $273.8M | $258.8M | $15M | 5 | 0 |
| Mar 2020 | $273.8M | $258.8M | $15M | 5 | 0 |
| May 2019 | $260.7M | $247.2M | $13.5M | 5 | 0 |
| Apr 2019 | $260.7M | $247.2M | $13.5M | 5 | 0 |
| Apr 2019 | $260.7M | $247.2M | $13.5M | 5 | 0 |
| Mar 2019 | $260.7M | $247.2M | $13.5M | 5 | 0 |
| Jan 2019 | $266.8M | $248.4M | $18.4M | 5 | 0 |
| Aug 2018 | $266.8M | $248.4M | $18.4M | 5 | 0 |
| Feb 2018 | $266.8M | $248.4M | $18.4M | 5 | 0 |
| Jan 2018 | $266.8M | $248.4M | $18.4M | 5 | 0 |
| Oct 2017 | $0 | $0 | $0 | 4 | 0 |
| Oct 2017 | $0 | $0 | $0 | 4 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$451.5M
Discretionary$398.6M
Non-Disc.$52.9M
Employees5
Clients0
DateJun 2025
Total AUM$451.5M
Discretionary$398.6M
Non-Disc.$52.9M
Employees5
Clients0
DateFeb 2025
Total AUM$451.5M
Discretionary$398.6M
Non-Disc.$52.9M
Employees5
Clients0
DateMar 2024
Total AUM$362.7M
Discretionary$339.8M
Non-Disc.$22.9M
Employees7
Clients0
DateMar 2023
Total AUM$332.7M
Discretionary$319.4M
Non-Disc.$13.3M
Employees5
Clients0
DateMar 2023
Total AUM$332.7M
Discretionary$319.4M
Non-Disc.$13.3M
Employees5
Clients0
DateMar 2022
Total AUM$345.3M
Discretionary$328.7M
Non-Disc.$16.6M
Employees5
Clients0
DateMar 2021
Total AUM$332.5M
Discretionary$317.2M
Non-Disc.$15.2M
Employees6
Clients0
DateNov 2020
Total AUM$273.8M
Discretionary$258.8M
Non-Disc.$15M
Employees6
Clients0
DateOct 2020
Total AUM$273.8M
Discretionary$258.8M
Non-Disc.$15M
Employees5
Clients0
DateMay 2020
Total AUM$273.8M
Discretionary$258.8M
Non-Disc.$15M
Employees5
Clients0
DateMar 2020
Total AUM$273.8M
Discretionary$258.8M
Non-Disc.$15M
Employees5
Clients0
DateMar 2020
Total AUM$273.8M
Discretionary$258.8M
Non-Disc.$15M
Employees5
Clients0
DateMay 2019
Total AUM$260.7M
Discretionary$247.2M
Non-Disc.$13.5M
Employees5
Clients0
DateApr 2019
Total AUM$260.7M
Discretionary$247.2M
Non-Disc.$13.5M
Employees5
Clients0
DateApr 2019
Total AUM$260.7M
Discretionary$247.2M
Non-Disc.$13.5M
Employees5
Clients0
DateMar 2019
Total AUM$260.7M
Discretionary$247.2M
Non-Disc.$13.5M
Employees5
Clients0
DateJan 2019
Total AUM$266.8M
Discretionary$248.4M
Non-Disc.$18.4M
Employees5
Clients0
DateAug 2018
Total AUM$266.8M
Discretionary$248.4M
Non-Disc.$18.4M
Employees5
Clients0
DateFeb 2018
Total AUM$266.8M
Discretionary$248.4M
Non-Disc.$18.4M
Employees5
Clients0
DateJan 2018
Total AUM$266.8M
Discretionary$248.4M
Non-Disc.$18.4M
Employees5
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0