# INLIGN WEALTH MANAGEMENT, LLC

INLIGN WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 120747
- Type: SEC-registered investment adviser
- SEC file number: 801-61228
- Location: 2355 EAST CAMELBACK ROAD, SUITE 750, PHOENIX, AZ, 85016
- Phone: 602-385-3266
- Latest filing: 2008-03-28
- Regulatory AUM: $1.9B
- Discretionary AUM: $956.5M
- Non-discretionary AUM: $979.9M
- Clients: 11
- Accounts: 1,115

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| FELDMAN STUART DAVID | LFO\\CEO; LIMITED PARTNER; MANAGING PRINCIPAL (+2 more) | — |
| CARTER MATTHEW JEFFERSON | DIRECTOR | — |
| BERGTHOLD DIANA LYNN | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; DIRECTOR OF FINANCE AND ADMINISTRATION | — |
| FELDMAN DONNA MARIE | LIMITED PARTNER | — |
| FELDMAN ALLAN JAY | GENERAL PARTNER | — |
| ZACK ROBERT WILLIAM | GENERAL PARTNER | — |
| HORN SCOTT MICHAEL | CHIEF INFORMATION OFFICER; CHIEF WEALTH MANAGEMENT OFFICER; DIRECTOR OF CLIENT EXPERIENCE | — |
| PRAGLIOLA BETH ANN | CHIEF COMPLIANCE OFFICER | — |
| HODGES WILLIAM JACOB | DIRECTOR OF PEOPLE AND HUMAN RESOURCES; SENIOR MANAGING DIRECTOR | — |
| WALSER DAVID KIMBALL | CHIEF CLIENT STRATEGIES OFFICER; DIRECTOR; DIRECTOR OF CLIENT STRATEGIES | — |
| CARROLL CHARLES ROBERT | CHIEF INVESTMENT OFFICER; DIRECTOR OF INVESTMENTS | — |
| VOITA ERIC JAMES | CHIEF TAX OFFICER; DIRECTOR OF TAX | — |
| CHAKKERA ANIL GANAPATHY | CHIEF INVESTMENT OFFICER | — |
| SHABAKER ELIZABETH MOLLIE | DIRECTOR OF INVESTMENT OPERATIONS | — |
| BURROUGHS CHRISTINA SELLERS | DIRECTOR OF FAMILY OFFICE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120747/similar
- Related entities: https://search.stillhousedata.com/firm/120747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120747

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.