DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Inlight Wealth
Legal name Inlight Wealth Management, LLC
Latest filing Mar 4, 2026
First filing on the tape Aug 29, 2017 · 25 filings
SEC status approved since Sep 29, 2017
RAUM
$843M
reported, Item 5.F
Discretionary
71%
of RAUM
Private clients
100%
$843M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$211M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$843M as of Mar 4, 2026
Jan 27, 2018$267M then
HNW client RAUM$825M as of Mar 4, 2026
Jan 27, 2018$248M then
State-registered IARs (5.B.3)3 as of Mar 4, 2026
Jan 27, 20183 then
Employees (5.A)6 as of Mar 4, 2026
Jan 27, 20185 then
Private funds: no history
RAUM +87% over the last fiscal year+36% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $169MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.6MderivedHNW RAUM over HNW clients
- Average account
- $997,968derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 71%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +87%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -18%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $595MreportedItem 5.I
- Custody
- $472M, 106 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$825M98%
- Individuals$18.5M2.2%
- Individual clients
- 81reported
- HNW clients
- 148reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 845reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $472M for 106 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Benjamin David EsserCertified Financial Planner | Atlanta, Ga | Nov 21, 2017 | 25 y | 4 |
| Angelique F DumlerCertified Financial Planner | Atlanta, Ga | Dec 1, 2017 | 19 y | 4 |
| Jason S JoffeChartered Financial Analyst | Atlanta, Ga | Dec 4, 2017 | 25 y | 4 |
| Elias CristCertified Financial Planner | Atlanta, Ga | May 22, 2026 | 16 y | 2 |
| John Benson DarbyChartered Financial Analyst | Atlanta, Ga | Sep 16, 2026 | 13 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Brian James Harper to Harper Asset Management, LLCMay 5, 2025 · RIA to a state-registered adviser
- Jessica Louise Smith to Ele Advisory Services, IncDec 6, 2024 · RIA to RIA
Joined, latest
- John Benson Darby from Sage Mountain Advisors, LLCSep 16, 2026 · RIA to RIA
- Elias Crist from Regent Peak Wealth Advisors, LLCMay 22, 2026 · RIA to RIA
- Jessica Louise Smith from First Advisors National, LLCJul 6, 2022 · RIA to RIA
- Brian James Harper from Harper Asset Management, LLCOct 28, 2020 · Other
- Jason S Joffe from Morgan StanleyDec 4, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Angelique F Dumler from Morgan StanleyDec 1, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Benjamin David Esser from Morgan StanleyNov 21, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Morgan StanleyOct 16, 2017 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S Jason Joffe · Manager, Chief Investment Officercontrolsince 10/2017 · owns 50% to 75%
- F Angelique Dumler · Member / Chief Compliance Officersince 10/2017 · owns 10% to 25%
- David Benjamin Esser · Membersince 10/2017 · owns 10% to 25%
- James Brian Harper · Membersince 11/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
- West Elk Capital, LLCinvestment advisernRAUM $152M
- West Elk, LLCpooled vehicle sponsorn
Advisers that list Inlight Wealth as a related person
- 292743 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Longmont, CO1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 4, 2026discretionary share of RAUM moved from 88.0% to 71.0% between the annual amendments of 2025-02-25 and 2026-03-04peers: independent wealth managers, $500M to $1B (1,482)
- RAUM up 50 %Change between filings · filing Mar 4, 2026RAUM (Item 5.F) moved from $451,537,978 to $843,283,156 (+87.0%) between the annual amendments of 2025-02-25 and 2026-03-04; the peer median change was +16.0% (1385 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 945 to 845Aug 29, 2025 to Mar 4, 2026
- HNW clients · 150 to 148Aug 29, 2025 to Mar 4, 2026
- Individual clients · 129 to 81Aug 29, 2025 to Mar 4, 2026
- Assets in custody · $114M to $472MAug 29, 2025 to Mar 4, 2026
- Employees · 5 to 6Aug 29, 2025 to Mar 4, 2026
- Discretionary RAUM · $399M to $595MAug 29, 2025 to Mar 4, 2026
- HNW RAUM · $422M to $825MAug 29, 2025 to Mar 4, 2026
- Individual RAUM · $29.5M to $18.5MAug 29, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $52.9M to $248MAug 29, 2025 to Mar 4, 2026
- RAUM · $452M to $843MAug 29, 2025 to Mar 4, 2026
- Financial planning clients · 0 to 0Jun 3, 2025 to Aug 29, 2025
- Accounts · 841 to 945Mar 1, 2024 to Feb 25, 2025
- Advisory employees · 4 to 3Mar 1, 2024 to Feb 25, 2025
- HNW clients · 137 to 150Mar 1, 2024 to Feb 25, 2025
- Individual clients · 128 to 129Mar 1, 2024 to Feb 25, 2025
- Assets in custody · $124M to $114MMar 1, 2024 to Feb 25, 2025
- Employees · 7 to 5Mar 1, 2024 to Feb 25, 2025
- State-registered IARs · 4 to 3Mar 1, 2024 to Feb 25, 2025
- Other offices · 1 to 0Mar 1, 2024 to Feb 25, 2025
- Discretionary RAUM · $340M to $399MMar 1, 2024 to Feb 25, 2025
- HNW RAUM · $341M to $422MMar 1, 2024 to Feb 25, 2025
- Individual RAUM · $21.9M to $29.5MMar 1, 2024 to Feb 25, 2025
- Non-discretionary RAUM · $22.9M to $52.9MMar 1, 2024 to Feb 25, 2025
- RAUM · $363M to $452MMar 1, 2024 to Feb 25, 2025
- Accounts · 716 to 841Mar 8, 2023 to Mar 1, 2024
- HNW clients · 133 to 137Mar 8, 2023 to Mar 1, 2024
- Individual clients · 96 to 128Mar 8, 2023 to Mar 1, 2024
- Assets in custody · $125M to $124MMar 8, 2023 to Mar 1, 2024
- Employees · 5 to 7Mar 8, 2023 to Mar 1, 2024
- Discretionary RAUM · $319M to $340MMar 8, 2023 to Mar 1, 2024
- HNW RAUM · $317M to $341MMar 8, 2023 to Mar 1, 2024
- Individual RAUM · $16.1M to $21.9MMar 8, 2023 to Mar 1, 2024
- Non-discretionary RAUM · $13.3M to $22.9MMar 8, 2023 to Mar 1, 2024
- RAUM · $333M to $363MMar 8, 2023 to Mar 1, 2024
- Accounts · 799 to 716Mar 9, 2022 to Mar 8, 2023
- Charity clients · 1.0 to unsetMar 9, 2022 to Mar 8, 2023
- HNW clients · 136 to 133Mar 9, 2022 to Mar 8, 2023
- Individual clients · 110 to 96Mar 9, 2022 to Mar 8, 2023
- Assets in custody · $96.5M to $125MMar 9, 2022 to Mar 8, 2023
- Discretionary RAUM · $329M to $319MMar 9, 2022 to Mar 8, 2023
Signals
5 dated events
- John Benson Darby registered as an investment adviser representative at Inlight WealthSep 16, 2026 · Advisor registered · fact
- Inlight Wealth reported RAUM $843.3M, up 87% from $451.5M (2025-08-29 to 2026-03-04)Mar 4, 2026 · RAUM change · derived
- Brian James Harper left Inlight Wealth for Harper Asset Management, Llc (registered 2025-02-06)May 5, 2025 · Advisor changed firm · fact
- Jessica Louise Smith left Inlight Wealth for Ele Advisory Services, Inc (registered 2026-04-17)Dec 6, 2024 · Advisor changed firm · fact
- Inlight Wealth Management, Llc filed its initial SEC registration (Form ADV)Aug 29, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@inlightwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 404-551-2808reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 470-266-2223reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/INLIGHT-WEALTH/ABOUTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- INLIGHTWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-551-2808reportedpublic record, Form ADV, Mar 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $211Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026