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Insight Wealth Partners LLC
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CRD # | 153635 |
SEC # | 801-71491 |
CIK # | 0001627003 |
AUM | $790.0 MM (2024-03-06) |
Employees | 14 (100% Investors, 0% Brokers) |
Phone | 972-543-4800 |
Address | 3333 Premier Drive Plano, TX 75023 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001627003] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Syverson Strege & Company
✚
|
IA | 0.8 |
Baker Ellis Asset Management LLC
✚
|
WA | 0.8 |
Summit X
✚
|
MO | 0.8 |
Hexagon Capital Partners LLC
✚
|
AR | 0.8 |
Schroder Wealth Management US Limited
✚
|
0.8 | |
Roberts Glore & Co
✚
|
IL | 0.8 |
Cortland Associates Inc
✚
|
MO | 0.8 |
Zevin Asset Management LLC
✚
|
MA | 0.8 |
1832 Asset Management US Inc
✚
|
0.8 | |
NS Management Ltd
✚
|
0.8 |