INSIGHT WEALTH PARTNERS, LLC
Doing business as INSIGHT WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,124,216,166
Discretionary
$1,122,447,218
Non-discretionary
$1,768,948
Firm details
- CRD number
- 153635
- SEC file number
- 801-71491
- Main office
- PLANO, TX, United States
- Employees
- 16
- SEC status
- Approved
- Website
- HTTP://WWW.INSIGHTWP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.