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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INLIGHT WEALTH

INLIGHT WEALTH MANAGEMENT, LLC, CRD 289908

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4a9409a-7c08-ed3d-d67a-596d40867259

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Aug 29, 2017 to Mar 4, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $843MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $595M
Private client RAUM: $843MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $211Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 845
Individual clients: 81
High net worth clients: 148
Custody, client assets: $472M
SEC number: 801-111767
CRD: 289908
Filings on the tape: 25
First filed: Aug 29, 2017
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN DAVID ESSER	Certified Financial Planner	ATLANTA, GA	8	25	4	no
ANGELIQUE F DUMLER	Certified Financial Planner	ATLANTA, GA	8	19	4	no
JASON S JOFFE	Chartered Financial Analyst	ATLANTA, GA	8	25	4	no
Elias Crist	Certified Financial Planner	ATLANTA, GA	0	16	2	no
John Benson Darby	Chartered Financial Analyst	ATLANTA, GA	0	13	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOFFE, JASON, S	MANAGER, CHIEF INVESTMENT OFFICER	D	yes	10/2017	Oct 13, 2017	Mar 1, 2024
DUMLER, ANGELIQUE, F	MEMBER / CHIEF COMPLIANCE OFFICER	B	no	10/2017	Oct 30, 2017	Mar 1, 2024
ESSER, BENJAMIN, DAVID	Member	B	no	10/2017	Oct 30, 2017	Mar 1, 2024
HARPER, BRIAN, JAMES	Member	B	no	11/2020	Nov 20, 2020	Mar 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEST ELK CAPITAL, LLC	n/a	Asset manager	$152M	N	yes	n/a
WEST ELK, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Longmont	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$843M	$595M	6	3	0	n/a	n/a
2024	Feb 25, 2025	$452M	$399M	5	3	0	n/a	n/a
2023	Mar 1, 2024	$363M	$340M	7	4	1	n/a	n/a
2022	Mar 8, 2023	$333M	$319M	5	4	1	n/a	n/a
2021	Mar 9, 2022	$345M	$329M	5	4	1	n/a	n/a
2020	Mar 31, 2021	$332M	$317M	6	4	1	n/a	n/a
2019	Mar 30, 2020	$274M	$259M	5	3	0	n/a	n/a
2018	Mar 29, 2019	$261M	$247M	5	3	0	n/a	n/a
2017	Jan 27, 2018	$267M	$248M	5	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$843M	$452M	86.8%	$333M	36.3%	6	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Oct 16, 2017	Dec 4, 2017	ATLANTA, GA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← Elias CristAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← JASON S JOFFEAdvisorregistration: current employment
Dec 4, 2017 to presentfactForm ADV
← ANGELIQUE F DUMLERAdvisorregistration: current employment
Dec 1, 2017 to presentfactForm ADV
← BENJAMIN DAVID ESSERAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← BRIAN JAMES HARPERAdvisorregistration: previous registration
Oct 28, 2020 to May 5, 2025factForm ADV
← JESSICA LOUISE SMITHAdvisorregistration: previous registration
Jul 6, 2022 to Dec 6, 2024factForm ADV

Affiliated with (2)

← WEST ELK CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WEST ELK CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (3)

← HARPER, BRIAN, JAMESOwnerMEMBER, ownership code B, individual
Nov 20, 2020 to Mar 1, 2024factForm ADV
← ESSER, BENJAMIN, DAVIDOwnerMEMBER, ownership code B, individual
Oct 30, 2017 to Mar 1, 2024factForm ADV
← DUMLER, ANGELIQUE, FOwnerMEMBER / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Oct 30, 2017 to Mar 1, 2024factForm ADV

Controls (1)

← JOFFE, JASON, SOwnerMANAGER, CHIEF INVESTMENT OFFICER, ownership code D, individual
Oct 13, 2017 to Mar 1, 2024factForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser3 advisors, team lift out, same day
Oct 16, 2017 to Dec 4, 2017factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 4, 2026
Regulatory AUM changed
Inlight Wealth reported RAUM $843.3M, up 87% from $451.5M (2025-08-29 to 2026-03-04)
Form ADVobserved 5 days ago
$392M
Occurred
May 5, 2025
Advisor changed firm
Brian James Harper left Inlight Wealth for Harper Asset Management, Llc (registered 2025-02-06)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2024
Advisor changed firm
Jessica Louise Smith left Inlight Wealth for Ele Advisory Services, Inc (registered 2026-04-17)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2017
First Form ADV filing
Inlight Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Sep 16, 2026
John Benson Darby registered as an investment adviser representative at Inlight Wealth

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4a9409a-7c08-ed3d-d67a-596d40867259
First observed: Aug 29, 2017
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INLIGHT WEALTH

INLIGHT WEALTH MANAGEMENT, LLC, CRD 289908

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4a9409a-7c08-ed3d-d67a-596d40867259

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN DAVID ESSER

Certified Financial Planner

ATLANTA, GA

ANGELIQUE F DUMLER

Certified Financial Planner

ATLANTA, GA

JASON S JOFFE

Chartered Financial Analyst

ATLANTA, GA

Elias Crist

Certified Financial Planner

ATLANTA, GA

John Benson Darby

Chartered Financial Analyst

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOFFE, JASON, S

MANAGER, CHIEF INVESTMENT OFFICER

yes

10/2017

Oct 13, 2017

Mar 1, 2024

DUMLER, ANGELIQUE, F

MEMBER / CHIEF COMPLIANCE OFFICER

10/2017

Oct 30, 2017

Mar 1, 2024

ESSER, BENJAMIN, DAVID

Member

10/2017

Oct 30, 2017

Mar 1, 2024

HARPER, BRIAN, JAMES

Member

11/2020

Nov 20, 2020

Mar 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEST ELK CAPITAL, LLC

n/a

Asset manager

$152M

yes

n/a

WEST ELK, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Longmont

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$843M

$595M

n/a

2024

Feb 25, 2025

$452M

$399M

n/a

2023

Mar 1, 2024

$363M

$340M

n/a

2022

Mar 8, 2023

$333M

$319M

n/a

2021

Mar 9, 2022

$345M

$329M

n/a

2020

Mar 31, 2021

$332M

$317M

n/a

2019

Mar 30, 2020

$274M

$259M

n/a

2018

Mar 29, 2019

$261M

$247M

n/a

2017

Jan 27, 2018

$267M

$248M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$843M

$452M

86.8%

$333M

36.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Oct 16, 2017

Dec 4, 2017

ATLANTA, GA

Team lift out

Wirehouse to new firm

0.0%