{
  "crd_number": 289908,
  "slug": "inlight-wealth-atlanta-ga-289908",
  "primary_business_name": "INLIGHT WEALTH",
  "legal_name": "INLIGHT WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-29",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 843283156.0,
  "raum_discretionary": 595165983.0,
  "raum_non_discretionary": 248117173.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 18512917.0,
      "count": 81
    },
    "high_net_worth_individuals": {
      "raum": 824770239.0,
      "count": 148
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "FL",
    "GA",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NY",
    "SC",
    "TX",
    "WA"
  ],
  "websites": [
    "https://inlightwealth.com",
    "https://linkedin.com/COMPANY/INLIGHT-WEALTH/ABOUT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289908",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/inlight-wealth-atlanta-ga-289908",
  "display_name": "Inlight Wealth",
  "summary": "Inlight Wealth is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Inlight Wealth (CRD 289908): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Inlight Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inlight Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Inlight Wealth's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Inlight Wealth located?",
      "a": "Inlight Wealth's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Inlight Wealth registered with the SEC or a state?",
      "a": "Inlight Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289908."
    },
    {
      "q": "How much does Inlight Wealth manage?",
      "a": "Inlight Wealth reports $843,283,156 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (71% discretionary)."
    },
    {
      "q": "How have Inlight Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inlight Wealth: Regulatory assets under management: $332,463,367 in the October 2021 data and $843,283,156 in the October 2026 data, up 154%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inlight Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (148); individuals (other than high net worth individuals) (81)."
    },
    {
      "q": "Which custodians does Inlight Wealth use?",
      "a": "Inlight Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inlight Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289908"
    },
    {
      "q": "What changed in Inlight Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in MI, NJ, SC, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 332463367.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 345278776.0,
      "total_employees": 5,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 332716000.0,
      "total_employees": 5,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 362666000.0,
      "total_employees": 7,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 451537978.0,
      "total_employees": 5,
      "filing_date": "2025-06-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 843283156.0,
      "total_employees": 6,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in MI, NJ, SC, WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $451,537,978 to $843,283,156 (+87%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Portfolio management fees are individually negotiated with each client and are generally up to 1.50% annually."
        ]
      }
    ],
    "quotes": [
      "Portfolio management fees are individually negotiated with each client and are generally up to 1.50% annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/inlight-wealth-atlanta-ga-289908.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 18512917.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 148,
      "fewer_than_5": false,
      "raum": 824770239.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289908",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}