Inlight Wealth

Inlight Wealth Management, LLC, established in August 2017, is a Registered Investment Adviser offering discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, and retirement and pension plan participants. The firm develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Inlight Wealth may use separately-managed accounts, mutual funds, ETFs, stocks, fixed income securities, covered calls, and derivatives in its investment strategies. The firm reviews client accounts quarterly, with the option for more frequent reviews upon request or as needed. Inlight Wealth may receive benefits from custodians Schwab and Interactive Brokers, but does not pay for client referrals. The firm may vote proxies for client securities and has procedures to ensure best execution in brokerage practices. Inlight Wealth does not have any performance-based fees or disciplinary events to report. The firm's principal owner is Jason Joffe, with assets under management totaling $398,603,094 in discretionary accounts and $52,934,884 in non-discretionary accounts as of February 13, 2025.