Inlight Wealth

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Client assets under management

$843,283,156

Clients

229

65% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$3,682,459

About

Inlight Wealth provides discretionary and non‑discretionary portfolio management, financial planning and general consulting to individuals (including high net worth), corporations, trusts, estates, charitable organizations and retirement/pension plan participants, managing roughly $843 million in client assets. Financial planning is typically delivered in conjunction with portfolio management rather than as a standalone service.

The firm develops individualized Financial Profiles and Investment Plans for each client and implements those plans using separately managed accounts, mutual funds, ETFs, closed‑end funds, individual equities and fixed income, and by selecting Separate Account Managers when appropriate. Implementation may include a mix of long‑term holdings, trading, options strategies (covered calls and puts) and other derivatives, and the firm provides both discretionary and non‑discretionary arrangements depending on client preference.

Notable distinctions include acting as the sponsor of a wrap fee program for many portfolio clients and an affiliation with related entities that manage a private fund (West Elk), which the firm may recommend; clients who invest in that private fund pay the fund’s fees rather than separate advisory fees to the firm. The firm’s willingness to use derivatives and options within separately managed accounts, together with its role as wrap sponsor and its affiliated fund relationship, are highlighted in the brochure as areas where conflicts can arise and are addressed through disclosure, fee allocation policies and the firm’s code of ethics.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Wealth management

Fee options

Percentage

up to 1.50% annually (negotiated individually)

Main office location

Inlight Wealth

1 Glenlake Parkway, Suite 975

Atlanta GA 30328, United States

Number of offices

Most active in

Alabama · California · Colorado · Florida · Georgia · New Hampshire · New York · North Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 404-551-2808

Advisors at this firm

Jason J

CFA®, Series 66

Atlanta, GA

Inlight Wealth

Jason Joffe is a CFA® charterholder with 25 years of industry experience. He is a principal at Inlight Wealth Management, where he has worked since 2017. Prior to that, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he manages investment-related activities for private funds through West Elk, LLC and West Elk Capital, LLC. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm offers tailored investment plans and employs strategies including separately managed accounts, mutual funds, ETFs, and derivative instruments.

Options & derivatives strategies Wealth management

Angelique D

CFP®, Series 66

Atlanta, GA

Inlight Wealth

Angelique Dumler is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at InLight Wealth Management since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plans. The firm develops tailored financial profiles and investment plans, implements strategies through direct management or recommended external managers, and employs derivatives and options strategies in separately managed accounts.

Options & derivatives strategies Wealth management

Benjamin E

Series 63, Series 65

Atlanta, GA

Inlight Wealth

Benjamin Esser is a financial advisor at Inlight Wealth with 25 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets prior to joining Inlight Wealth in 2017. Esser holds Series 63 and Series 65 licenses. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm develops tailored financial profiles and investment plans, employing strategies that include separately managed accounts, mutual funds, ETFs, and individual securities, and uses derivatives and options strategies in client portfolios.

Options & derivatives strategies Wealth management

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