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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Insight Wealth Partners LLC
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|---|---|
| CRD # | 153635 |
| SEC # | 801-71491 |
| CIK # | 0001627003 |
| AUM | $970.3 M (2025-03-28) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 972-543-4800 |
| Address | 3333 Premier Drive Plano, TX 75023 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 5.6 | ||
| Nvidia Corp | 4.5 | ||
| Amazon Com Inc | 2.3 | ||
| Broadcom Inc | 2.1 | ||
| Apple Inc | 2.1 | ||
| Sprott Physical Gold Trust | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 590 | 243.5 |
| (b) Individuals (high net worth individuals) | 315 | 724.9 |
| (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 | 0.9 |
| (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 | 3,062 | 970.3 |
| By Discretionary | ||
| Discretionary | 3,058 | 968.6 |
| Non-Discretionary | 4 | 1.6 |
| Total | 3,062 | 970.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 970.3 | |
| Total | 3,062 | 970.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001627003] |
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|---|---|---|
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MN | 1.0 |