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| Investment Insight Wealth Management LLC
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|---|---|
| CRD # | 130070 |
| SEC # | 801-68932 |
| CIK # | 0001737917 |
| AUM | 178.1 M (2026-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-249-0060 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001737917 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 26.6 | ||
| Broadcom Inc | 13.7 | ||
| Alphabet Inc | 4.2 | ||
| Apple Inc | 3.8 | ||
| Mastercard Inc | 3.4 | ||
| Shopify Inc | 2.7 | ||
| Microsoft Corp | 2.6 | ||
| Visa Inc | 2.1 | ||
| McDonalds Corp | 1.7 | ||
| Amazon Com Inc | 1.5 | ||
| ServiceNow Inc | 1.5 | ||
| Accenture PLC | 1.0 | ||
| Salesforce Com Inc | 0.9 | ||
| ASML Holding NV | 0.9 | ||
| Micron Technology Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.7 | ||
| AbbVie Inc | 0.6 | ||
| Marvell Technology Inc | 0.6 | ||
| Intrexon Corp | 0.4 | ||
| Johnson & Johnson | 0.4 | ||
| Lilly Eli & Co | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 30.5 |
| (b) Individuals (high net worth individuals) | 32 | 123.6 |
| (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 | 24.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 178.1 |
| By Discretionary | ||
| Discretionary | 354 | 178.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 178.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.1 | |
| Total | 354 | 178.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001737917] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clearview Wealth Management LLC
✚
|
CA | 178.5 M |
|
AJF Capital Management Inc
✚
|
NY | 178.5 M |
|
Core Financial Advisors LLC
✚
|
CA | 178.5 M |
|
Liberty One Wealth Advisors
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|
PA | 178.4 M |
|
Index Technologies Group LLC
✚
|
NY | 178.3 M |
|
Avrio Wealth PTE Ltd
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|
178.3 M | |
|
ACME Jack Investments LLC
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|
178.0 M | |
|
Silicon Private Wealth LLC
✚
|
177.8 M | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 177.8 M |
|
Gasber Financial Advisors Inc
✚
|
CA | 177.7 M |