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| Insight Wealth Partners LLC
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|---|---|
| CRD # | 153635 |
| SEC # | 801-71491 |
| CIK # | 0001627003 |
| AUM | 1,124.2 M (2026-03-31) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Phone | 972-543-4800 |
| Address | 3333 Premier Drive Plano, TX 75023 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.9 | ||
| iShares Comex Gold Trust | 4.7 | ||
| Apple Inc | 2.5 | ||
| Broadcom Inc | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 307.2 |
| (b) Individuals (high net worth individuals) | 320 | 814.2 |
| (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 | 1.6 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,209 | 1,124.2 |
| By Discretionary | ||
| Discretionary | 3,205 | 1,122.4 |
| Non-Discretionary | 4 | 1.8 |
| Total | 3,209 | 1,124.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,124.2 | |
| Total | 3,209 | 1,124.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001627003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 21 |
| Serves | Institutional, Retail |
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