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INLIGHT WEALTH

ATLANTA, GA · CRD 289908 · IAPD ↗ · 404-551-2808

$843.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
October 2026 — INLIGHT WEALTH notice-filed in MI, NJ, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — INLIGHT WEALTH crossed $500M in regulatory AUM ($451.5M -> $843.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.