Insight Wealth Partners

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$350K

Accounts

3,209

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 153635
Registered since: June 4, 2010
Website: www.insightwp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.43%
Individuals27.33%
Charitable Organizations0.14%
Corporations / Businesses0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Wealth Partners is an independent registered investment adviser operating as an LLC and registered with the SEC in 2010. The firm serves primarily individual and family clients, offering fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm identifies as a capital allocator and uses third-party managers for certain alternative exposures. Insight Wealth Partners does not list ESG investing as part of its active approach.