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| Happy Holidays!! thanks for using AUM13F!! |
| Inlight Wealth Management LLC
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| CRD # | 289908 |
| SEC # | 801-111767 |
| CIK # | 0001731795 |
| AUM | $451.5 M (2025-06-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 404-551-2808 |
| Address | 1 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 12.1 | ||
| Uber Technologies Inc | 6.5 | ||
| AT&T Inc | 5.9 | ||
| Vodafone Group Public Ltd Co | 5.1 | ||
| Verizon Communications Inc | 4.1 | ||
| Pfizer Inc | 2.6 | ||
| CVS Caremark Corp | 2.6 | ||
| BP PLC | 2.4 | ||
| IAC/InterActiveCorp | 2.0 | ||
| Sirius XM Radio Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 29.5 |
| (b) Individuals (high net worth individuals) | 150 | 422.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 451.5 |
| By Discretionary | ||
| Discretionary | 738 | 398.6 |
| Non-Discretionary | 207 | 52.9 |
| Total | 945 | 451.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 451.5 | |
| Total | 945 | 451.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731795] | |
| SC 13G | [0001731795] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Inlight Wealth Management LLC | Innovative Food Holdings Inc | [2021-02-08] |
| Inlight Wealth Management LLC | Sharpspring Inc | [2018-02-16] |
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