Insight Investment Advisers LLC

RIASEC Registered

Total AUM

$71.7M

Discretionary

$71.7M

100% of AUM

Avg account

$134K

Accounts

537

Employees

5

Advisory reps

3

Firm details

Headquarters: Leawood, Kansas
CRD number: 286497
Website: www.investwithinsight.com
Custodians: CHARLES SCHWAB & CO., INC., CNB CUSTODY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.61%
Individuals48.09%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Insight Investment Advisers LLC is an independent RIA organized as a limited liability company and owned privately. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fees are billed through a mix of asset‑based percentages plus hourly and fixed‑fee arrangements. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities45%
Public Funds/Mutual Funds45%
Other6%
Cash & Cash Equivalents3%
Non-Exchange Traded Equities1%

Contacts

3 of 3

Joshua Wright
INVESTMENT ADVISER / PRESIDENTCRD 4664392
Julia Fritzlen
Investment AdviserCRD 7727301
Brandon Bruckman
INVESTMENT ADVISER / ADVISORY BOARDCRD 6922759

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Leawood, KS

Johnson

Location

Leawood, KS

Headquartered in Leawood, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Johnson
Address: 5251 W 116th Pl
Time zone: CT (UTC-6)
Office locations

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