← Back to searchVisit website
INSIGHT STRATEGIC WEALTH LLC
CRD 147290 · SEC 801-113370
10107 SHERRILL BLVD, KNOXVILLE, TN, 37932, United States
Phone
866-467-9756
Fax
865-777-2326
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.0M
Discretionary AUM
$399.7M
Team
7 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $50.1M |
| High net worth individuals | 137 | $349.6M |
| Charitable organizations | 1 | $1.3M |
States served
GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD