RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOFFE, JASON, SIMANAGING PARTNER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERE Control
STERN, SAMUEL, MARKIMANAGER, CCOE Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
JOFFE, JASON, SIMANAGER, CHIEF INVESTMENT OFFICERD Control
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGELIQUE, FIMEMBER / CHIEF COMPLIANCE OFFICERB
DUMLER, ANGIEIMEMBERB
ESSER, BENIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
ESSER, BENJAMIN, DAVIDIMEMBERB
HARPER, BRIAN, JAMESIPARTNERB
HARPER, BRIAN, JAMESIMEMBERB
HARPER, BRIAN, JAMESIMEMBERB
HARPER, BRIAN, JAMESIMEMBERB
HARPER, BRIAN, JAMESIMEMBERB
HARPER, BRIAN, JAMESIMEMBERB

Registrations

Federal

IA
Aug 29, 2025 REGISTERED

Notice Filings (9)

AL CA CO FL GA NC NH NY TX

Address

1 GLENLAKE PARKWAY
SUITE 975
ATLANTA, GA 30328
United States
Phone: 404-551-2808