Insight Wealth Partners LLC

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Assets, Funds, Holdings

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Insight Wealth Partners LLC
CRD #153635
SEC #801-71491
CIK #0001627003
AUM $790.0 MM (2024-03-06)
Employees 14 (100% Investors, 0% Brokers)
Phone972-543-4800
Address3333 Premier Drive
Plano, TX 75023
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
IAU 7.0
NVDA 399,550.0 4.2
PHYS 2.5
AMZN 1,092,997.8 1.9
FANG 22,791.8 1.9
AAPL 2,382,844.0 1.9
TXN 142,156.2 1.8
 
 
 
 
Holdings by Sector ($MM)
60048036024012002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 571 187.7
(b) Individuals (high net worth individuals) 295 600.7
(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 0.5
(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 1.0
(n) Other 0 0.0
Total 2,901 790.0
By Discretionary
Discretionary 2,896 788.3
Non-Discretionary 5 1.6
Total 2,901 790.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 790.0
Total 2,901 790.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001627003]
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Cortland Associates Inc
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1832 Asset Management US Inc
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NS Management Ltd
0.8
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