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INSIGHT WEALTH PARTNERS
INSIGHT WEALTH PARTNERS, LLC
CRD 153635 · SEC 801-71491
3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023, United States
Phone
972-543-4800
Fax
972-543-4801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.12B
Team
16 total employees; 16 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 639 | $307.2M |
| High net worth individuals | 320 | $814.2M |
States served
AL, AZ, AR, CA, CO, IL, LA, MA, NC, OK, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
- HTTP://WWW.INSIGHTWP.COM
- HTTPS://WWW.FACEBOOK.COM/INSIGHT-WEALTH-PARTNERS-128743037151598/
- HTTPS://WWW.LINKEDIN.COM/IN/JOSHHARGROVEIWP
- HTTPS://WWW.FACEBOOK.COM/CHRISWEATHERLYIWP
- https://www.facebook.com/Ross.Powell.Insightwp
- https://www.linkedin.com/company/insight-wealth-partners-llc/about/
- https://www.linkedin.com/in/ryan-ferguson-cfp-cpa-msa-5666316a/
- https://www.linkedin.com/in/insightwealthpartners/
- https://www.linkedin.com/in/joshhargrove/
- https://www.linkedin.com/in/rosspowellcpa/
- https://www.linkedin.com/in/kevin-brown-6513154/
- https://www.linkedin.com/in/davidtchin/
- https://www.linkedin.com/in/chris-weatherly-mba-ma-a050a178/
- https://www.marketstegman.com
Official SEC filing: View on IAPD