Inlight Wealth

Inlight Wealth (CRD# 289908) is a financial advisory firm headquartered in Atlanta, GA. They manage $362,666,000 in 841 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1175 Peachtree Street Ne, Suite 360, Atlanta, GA 30361
https://www.inlightwealth.com
By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $431,232
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, NC, NH, NY, TX

Financial Advisors at Inlight Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Angelique Dumler, financial advisor Atlanta GA
Angelique F. Dumler
CRD#: 5198863
1175 Peachtree Street Ne, Suite 360, Atlanta, GA 30361

Angelique Dumler (CRD# 5198863) is an Investment Advisor Representative working at Inlight Wealth in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Benjamin Esser, financial advisor Atlanta GA
Benjamin D. Esser
CRD#: 4269026
1175 Peachtree Street Ne, Suite 360, Atlanta, GA 30361

Benjamin Esser (CRD# 4269026) is an Investment Advisor Representative working at Inlight Wealth in Atlanta, GA and has over 23 years of experience in the finance industry.

3
Brian Harper, financial advisor Longmont CO
Brian J. Harper
CRD#: 4010044
Longmont, CO

Brian Harper (CRD# 4010044) is an Investment Advisor Representative working at Inlight Wealth in Longmont, CO and has over 24 years of experience in the finance industry.

4
Jason Joffe, financial advisor Atlanta GA
Jason S. Joffe
CRD#: 4270351
1175 Peachtree Street Ne, Suite 360, Atlanta, GA 30361

Jason Joffe (CRD# 4270351) is an Investment Advisor Representative working at Inlight Wealth in Atlanta, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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