Insight Strategic Wealth LLC

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Assets, Funds, Holdings

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Insight Strategic Wealth LLC
CRD #147290
SEC #801-113370
CIK #
AUM $224.2 MM (2024-03-29)
Employees 3 (100% Investors, 0% Brokers)
Phone865-777-2325
Address10107 Sherrill Blvd
Knoxville, TN 37932
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 91 32.9
(b) Individuals (high net worth individuals) 95 191.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 500 224.2
By Discretionary
Discretionary 497 222.2
Non-Discretionary 3 2.0
Total 500 224.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 224.2
Total 500 224.2
Comparable Firms State AUM ($BB)
Bennett Selby Investments Limited Partnership
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UT 0.2
Hickory Asset Management Inc
OH 0.2
Power Financial Partners LLC
FL 0.2
Split Rock Private Trading and Wealth Management LLC
MN 0.2
Brentview Investment Management LLC
IL 0.2
Gridiron Partners LLC
PA 0.2
Transition Financial Advisors Group Inc
AZ 0.2
Chiron Capital Management LLC
FL 0.2
Prometheus Capital Management Corp
PA 0.2
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