Innosight Wealth Management LLC

Overview

Innosight Wealth Management LLC is a privately held, individual-owned limited liability company that provides advisory services to individuals and small businesses. The firm offers financial planning, discretionary portfolio management for individual and small-business clients, and manager selection services — it acts as a capital allocator by selecting and overseeing outside advisers. Compensation is via a mix of assets-under-management fees and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. An industry affiliation with an insurance company is noted, which may indicate distribution or product relationships with insurance providers rather than an independent multi-asset platform. The firm is not registered as a multi-state adviser and is not classified as newly formed.

Assets & Accounts

Location & Offices