INSIGHT STRATEGIC WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$400,962,959
Discretionary
$399,669,588
Non-discretionary
$1,293,371
Firm details
- CRD number
- 147290
- SEC file number
- 801-113370
- Main office
- KNOXVILLE, TN, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.