Insight Wealth Partners LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Insight Wealth Partners LLC ✚
CRD #	153635
SEC #	801-71491
CIK #	1627003
AUM	$331.8 MM (100% Disc, 100% US)
Employees	9 (100% Investors, 0% Brokers)
Phone	972-543-4800
Address	3333 Premier Drive Plano, TX 75023
Source	[IAPD] [EDGAR] [Website] [Facebook]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
The Harvest Group Wealth Management LLC ✚	MA	0.3
Henssler Asset Management LLC ✚	GA	0.3
Haberling Financial Group Inc ✚	WA	0.3
TCP Global Investment Management LLC ✚	PA	0.3
Fiduciary Capital Advisors Inc ✚	NJ	0.3
Resource Planning Group Ltd ✚	GA	0.3
Marshwinds Advisory Company ✚	GA	0.3
Garrison Asset Management LLC ✚	AR	0.3
Merchant Bankers Asociados SA ✚		0.3
Dorian Eason Asset Management LLC ✚	TN	0.3

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