INLIGHT WEALTH MANAGEMENT, LLC
C32
CRD 289908·SEC 801-111767·ATLANTA, GA
AUM
$843.3M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $260.7M
'21 · $273.8M
'22 · $332.5M
'23 · $345.3M
'25 · $451.5M
'26 · $843.3M
'20'26
$260.7M → $843.3M▲ +223%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1175 PEACHTREE STREET NESUITE 360ATLANTA, GA 30361
Business
1175 PEACHTREE STREET NESUITE 360ATLANTA, GA 30361
Edgar Recent Filings
13F-HR2026-05-04 · 0001731795-26-000002
13F-HR2026-01-23 · 0001731795-26-000001