Bank / Wealth / TrustRIA · CRD 289908SEC-Registered

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Inlight Wealth

Inlight Wealth was established in Atlanta in 2017, entering a market dominated by large bank wirehouses and regional broker-dealers. The firm operates as a...

Inlight Wealth logo

Inlight Wealth

Inlight Wealth was established in Atlanta in 2017, entering a market dominated by large bank wirehouses and regional broker-dealers. The firm operates as a registered investment advisor, a designation that binds it to a fiduciary standard — legally requiring client interests to come first, a structural departure from the suitability standard governing most brokerage-model competitors in Georgia. The firm's service model spans asset management, comprehensive financial planning, and portfolio management, targeting individuals, high-net-worth families, and corporate entities. Its published advisory literature emphasizes asset allocation and risk profiling as foundational steps, suggesting a goals-based rather than benchmark-driven investment philosophy. Inlight Wealth has not publicly disclosed its assets under management or specific portfolio holdings. The firm is headquartered in Atlanta with no additional offices disclosed as of mid-2026. It lists no named investment committee members or partners on its public-facing materials. In an industry where scale often drives margins, Inlight Wealth appears to operate as a lean, principal-led shop — though its actual professional headcount and key decision-makers remain unpublished. What distinguishes Inlight Wealth structurally is its RIA registration in a region where bank and insurance-owned advisory platforms still hold significant market share. This regulatory posture gives the firm latitude to construct portfolios without proprietary product mandates or sales quotas, a genuine structural difference in the local competitive landscape.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Frequently asked questions

Is Inlight Wealth a fiduciary?

Yes. Inlight Wealth is registered as an investment advisor with the SEC, which legally obligates the firm to act as a fiduciary — meaning it must place client interests ahead of its own. This distinguishes it from broker-dealers operating under the less stringent suitability standard.

What services does Inlight Wealth provide?

The firm offers investment advisory services including asset management, financial planning, and portfolio management. Based on its regulatory disclosures, these services are delivered to individuals, high-net-worth individuals, and corporate entities.

Who founded Inlight Wealth?

The firm's founding principals have not been publicly identified in its SEC filings or website as of mid-2026. No named executive team is listed on its public-facing materials.

Does Inlight Wealth disclose its AUM?

No. Inlight Wealth has not publicly disclosed assets under management. Many smaller RIAs file as Exempt Reporting Advisers if below certain thresholds, but Inlight Wealth's specific filing status and AUM remain unpublished.

How does Inlight Wealth differ from bank advisors in Atlanta?

As an independent RIA, Inlight Wealth is not affiliated with a bank or insurance company, which means its advisors are not incentivized to sell proprietary products. This allows for open-architecture portfolio construction across third-party asset managers and securities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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