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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2017
- Office Locations
- 1
Office Locations
About Inlight Wealth
Inlight Wealth is an independent, fee-only fiduciary advising successful leaders and multigenerational families. The team delivers comprehensive financial planning, discretionary portfolio management, and family office-style implementation and reporting, coordinating with outside tax and legal counsel as needed. Open-architecture, best-of-breed mindset across investments, custodians, and technology. Led by CIO Jason Joffe, CFA (ex-Morgan Stanley), who also sponsors a private fund focused on long-term investments in small public companies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON S JOFFE
Chief Compliance Officer, Chief Investment Officer, Manager
- CRD
- #4270351
- Ownership
- 50% but less than 75%
ANGELIQUE F DUMLER
Chief Compliance Officer, Partner
- CRD
- #5198863
- Ownership
- 10% but less than 25%
Legacy signal
Capital crest
- CRD
- #91605
- Ownership
- 8.4%
Showing 2 of 3 owners & executives
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Elias Crist
--
- CRD
- #6742095
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,165,983 | $1,040,500 |
| Non-Discretionary | $248,117,173 | $908,854 |
| Total | $843,283,156 | $997,968 |
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Separately Managed Accounts
Total SMA Asset: $843,283,156
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $64,458,670 | 11.6% |
| Public Funds | $61,680,279 | 11.1% |
| U.S. Government/Agency | $158,923,961 | 28.6% |
| Equity - Exchange | $138,919,547 | 25.0% |
| Municipal Bonds | $131,695,729 | 23.7% |
| Total | $555,678,186 | 100.0% |