# Inlight Wealth

> 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.

- CRD: 289908
- Filed as: INLIGHT WEALTH
- Legal name: Inlight Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289908
- AdvisorCensus page: https://advisorcensus.com/firm/inlight-wealth-atlanta-ga-289908

## Quick answers

**How is Inlight Wealth compensated?**
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).

**What does Inlight Wealth's brochure say about its fees?**
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.

**Where is Inlight Wealth located?**
Inlight Wealth's principal office is in Atlanta, GA, according to its Form ADV.

**Is Inlight Wealth registered with the SEC or a state?**
Inlight Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289908.

**How much does Inlight Wealth manage?**
Inlight Wealth reports $843,283,156 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (71% discretionary).

**How have Inlight Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Inlight Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (148); individuals (other than high net worth individuals) (81).

**Which custodians does Inlight Wealth use?**
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.

**Does Inlight Wealth report any disciplinary disclosures?**
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

**What changed in Inlight Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MI, NJ, SC, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Portfolio management fees are individually negotiated with each client and are generally up to 1.50% annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $843,283,156
- Discretionary: $595,165,983
- Non-discretionary: $248,117,173

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $18,512,917 |
| High net worth individuals | 148 | $824,770,239 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, CO, FL, GA, MI, NC, NH, NJ, NY, SC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inlightwealth.com
- LinkedIn @INLIGHT-WEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $332,463,367 | 6 | March 31, 2021 |
| October 2022 | $345,278,776 | 5 | March 9, 2022 |
| October 2023 | $332,716,000 | 5 | March 8, 2023 |
| October 2024 | $362,666,000 | 7 | March 1, 2024 |
| October 2025 | $451,537,978 | 5 | June 3, 2025 |
| October 2026 | $843,283,156 | 6 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MI, NJ, SC, WA.

### April 2026
- Regulatory assets under management went from $451,537,978 to $843,283,156 (+87%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inlight Wealth (CRD 289908): Form ADV filing data as of October 2026.