# INLIGHT WEALTH MANAGEMENT, LLC

INLIGHT WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 289908
- Type: SEC-registered investment adviser
- SEC file number: 801-111767
- Location: 1 GLENLAKE PARKWAY, SUITE 975, ATLANTA, GA, 30328
- Phone: 404-551-2808
- Latest filing: 2026-03-04
- Regulatory AUM: $843.3M
- Discretionary AUM: $595.2M
- Non-discretionary AUM: $248.1M
- Clients: 6
- Accounts: 845

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289908/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289908/similar
- Related entities: https://search.stillhousedata.com/firm/289908/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289908

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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.