A complete list of active advisors currently associated with Inlight Wealth

Warmer can help you find a great advisor at Inlight Wealth or one who fits your needs even better.

Inlight Wealth Management is an SEC‑registered adviser that serves individuals (including high‑net‑worth clients), corporations, trusts, estates, charitable organizations and retirement plan participants. The firm offers discretionary and non‑discretionary portfolio management, financial planning typically provided alongside portfolio management, and general consulting, and it may utilize separate account managers for specific client needs. The firm builds a Financial Profile and an Investment Plan for each client and implements those plans across separately managed accounts, mutual funds, ETFs, equities and fixed‑income securities using traditional fundamental analysis. Inlight Wealth’s strategies can include options and other derivatives — such as covered calls and puts — within SMAs, and it executes portfolios under either discretionary authority or with client approval in non‑discretionary arrangements. Notable distinctions include acting as the sponsor of an all‑inclusive wrap fee program and an affiliation with a related private fund/adviser (West Elk), which the firm may recommend while disclosing the related conflicts and fee allocation approach for investments in that fund. The brochure also highlights operational governance items that are less common among peers, such as explicit controls and periodic due diligence over third‑party service providers that use artificial intelligence components.

To learn more about the advisors currently working at Inlight Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.