|
⚲
|
| Keyboard |
| Insight Strategic Wealth LLC
✚
|
|
|---|---|
| CRD # | 147290 |
| SEC # | 801-113370 |
| CIK # | |
| AUM | 401.0 M (2026-03-13) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 866-467-9756 |
| Address | 10107 Sherrill Blvd Knoxville, TN 37932 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 50.1 |
| (b) Individuals (high net worth individuals) | 137 | 349.6 |
| (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 | 1 | 1.3 |
| (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 | 722 | 401.0 |
| By Discretionary | ||
| Discretionary | 718 | 399.7 |
| Non-Discretionary | 4 | 1.3 |
| Total | 722 | 401.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.0 | |
| Total | 722 | 401.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Anderson Financial Strategies LLC
✚
|
OH | 402.1 M |
|
Silver Coast Investments LLC
✚
|
CA | 401.6 M |
|
H L Ormond & Company LLC
✚
|
NC | 401.4 M |
|
Essential Partners LLC
✚
|
CA | 401.1 M |
|
The Capital Chart Room Ltd
✚
|
TX | 400.9 M |
|
CornerStone Financial Planning LLC
✚
|
NH | 400.7 M |
|
Noble Wealth Management PBC
✚
|
CO | 400.5 M |
|
Burns Matteson Capital Management LLC
✚
|
NY | 400.4 M |
|
Ticino Wealth LLC
✚
|
CA | 400.2 M |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 400.1 M |