Inlight Wealth

Overview

Inlight Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed fees. The firm is not an active ESG investor and does not identify as a multi-state or newly formed adviser. Inlight Wealth also lists roles that extend beyond adviser-only activities—acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices