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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Insight Wealth Strategies LP
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|---|---|
| CRD # | 151437 |
| SEC # | 801-124825 |
| CIK # | 0001749914 |
| AUM | $109.2 M (2025-03-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-453-9331 |
| Address | 100 Pacifica Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 31.7 | ||
| Lam Research Corp | 10.4 | ||
| Seagate Technology PLC | 8.0 | ||
| Apple Inc | 7.9 | ||
| Microsoft Corp | 7.7 | ||
| American Express Co | 7.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.4 |
| (b) Individuals (high net worth individuals) | 40 | 85.9 |
| (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 | 8 | 19.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 109.2 |
| By Discretionary | ||
| Discretionary | 235 | 109.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 235 | 109.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.2 | |
| Total | 235 | 109.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001749914] |
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|---|---|---|
|
Servatus Capital LLC
✚
|
FL | 0.1 |
|
10Elms LLP
✚
|
0.1 | |
|
Municipal Asset Management Inc
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NY | 0.1 |
|
Five Seasons Financial Planning LLC
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|
UT | 0.1 |
|
Ivanoff Wealth Management Inc
✚
|
CA | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
Crescent City Retirement Group LLC
✚
|
LA | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.1 |
|
Split Creek LLC
✚
|
0.1 |