INLIGHT WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 289908). Regulatory assets under management: $843.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jason S Joffe | MANAGER, CHIEF INVESTMENT OFFICER | — |
| Angelique F Dumler | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Benjamin David Esser | MEMBER | — |
| STERN PETER MARK | MANAGER, CCO | — |
| JOFFE JASON S | MANAGER, CHIEF INVESTMENT OFFICER; MANAGER, CHIEF INVESTMENT OFFICER, CCO; MANAGING PARTNER, CHIEF INVESTMENT OFFICER, CCO | — |
| DUMLER ANGIE | MEMBER | — |
| ESSER BEN | MEMBER | — |
| DUMLER ANGELIQUE F | MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| ESSER BENJAMIN DAVID | MEMBER | — |
| HARPER BRIAN JAMES | MEMBER; PARTNER | — |