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INLIGHT WEALTH
1175 Peachtree Street Ne
Suite 360
Atlanta, Georgia 30361
Tel: 404-551-2808
About INLIGHT WEALTH
INLIGHT WEALTH, formally registered with the SEC as INLIGHT WEALTH. The firm was established in 09/29/2017. They have over 1 offices throughout the country.
INLIGHT WEALTH is a Atlanta, Georgia based Financial Planning firm with nearly $451,537,978 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289908 |
| SEC# | 801-111767 |
| Assets Managed by Firm | $451,537,978 |
| No. of Clients | 945 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 945 | $451,537,978 |
| Individuals (other than high net worth individuals) | 129 | $29,525,600 |
| High net worth individuals | 150 | $422,012,378 |
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