|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Insight Strategic Wealth LLC
✚
|
|
|---|---|
| CRD # | 147290 |
| SEC # | 801-113370 |
| CIK # | |
| AUM | $256.9 M (2025-03-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 865-777-2325 |
| Address | 10107 Sherrill Blvd Knoxville, TN 37932 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 36.4 |
| (b) Individuals (high net worth individuals) | 98 | 220.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 256.9 |
| By Discretionary | ||
| Discretionary | 522 | 254.9 |
| Non-Discretionary | 5 | 2.0 |
| Total | 527 | 256.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.9 | |
| Total | 527 | 256.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J Team Financial Inc
✚
|
TX | 0.3 |
|
Lake Tahoe Wealth Management Inc
✚
|
0.3 | |
|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Shore Point Advisors LLC
✚
|
NJ | 0.3 |
|
Johnson Wealth Management LLC
✚
|
ND | 0.3 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.3 |
|
IFS Advisors Inc
✚
|
FL | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
✚
|
0.3 |