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Angelique F. Dumler

INLIGHT WEALTH
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 5198863
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Professional summary

Angelique F Dumler, CFP®, who also goes by Angelique Fran Dumler, Angie Dumler, Angie Joffe, is a registered financial advisor currently at INLIGHT WEALTH located in Atlanta, Georgia.

Angelique is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Angelique has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angelique Fran Dumler | Angie Dumler | Angie Joffe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelique F Dumler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

December 1, 2017 - Present

INLIGHT WEALTH

Office #1: 1 Glenlake Parkway Suite 975, Atlanta, GA 30328
RIA
CRD#: 289908
ATLANTA, GA
Past

December 7, 2009 - October 16, 2017

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

December 2, 2009 - October 16, 2017

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

October 10, 2008 - December 2, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

September 18, 2008 - December 2, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ATLANTA, GA
Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ATLANTA, GA
Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ATLANTA, GA
Past

October 17, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ATLANTA, GA
Past

September 22, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INLIGHT WEALTH
INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA
Registered Investment Advisory firm - (9/29/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/1/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/16/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/19/2006
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2006
General Securities Representative Examination

Current Firm

IW
INLIGHT WEALTH
INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA
Registered Investment Advisory firm - (9/29/2017 Approved)
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Contact information

Main Address
1 Glenlake Parkway Suite 975, Atlanta, GA 30328
Mailing Address
Phone number
(404) 551-2808
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INLIGHT WEALTH WRAP FEE BROCHURE (6/3/2025)
INLIGHT WEALTH FORM ADV PART 2A (6/3/2025)

Regulatory assets under management

Total Number of Accounts945
AUM (Assets Under Management)$ 451,537,978

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INLIGHT WEALTH

CRD#: 289908Atlanta, GA 30328

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