Angelique Dumler is a CFP-designated registered investment advisor at Inlight Wealth, based in Atlanta, GA, with 19 years of industry experience. Angelique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 229 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inlight Wealth offers portfolio management services, and fees are individually negotiated with each client, up to a maximum of 1.50% annually. The fees cover both investment management and brokerage expenses. Fees are generally paid quarterly, in advance, and are based on the account value as of the last business day of the previous quarter.
Location
1 Glenlake Parkway, Suite 975, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Inlight Wealth
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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