INSIGHT STRATEGIC WEALTH LLC

RIASEC RegisteredEst. 2018

Total AUM

$401M

Discretionary

$400M

100% of AUM

Avg account

$555K

Accounts

722

Employees

7

Advisory reps

7

Firm details

Headquarters: KNOXVILLE, Tennessee
CRD number: 147290
Registered since: June 1, 2018
Website: www.insightstrategicwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.18%
Individuals12.5%
Charitable Organizations0.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Strategic Wealth LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2018. The firm serves both individual/family and institutional clients and combines financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. It identifies as a capital allocator and charges fees based on a percentage of assets under management and on an hourly basis. The firm's ADV indicates it is not an active ESG investor and it is not designated as a multi-state adviser.

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

Public Funds/Mutual Funds63%
Cash & Cash Equivalents20%
State & Local Bonds9%
US Government Bonds5%
Exchange Traded Equities2%

Contacts

3 of 7

JAIME CONRY
Wealth AdvisorCRD 6420138
STEPHEN HIGH
Managing PrincipalCRD 1266152
Deana Hyde
Wealth AdvisorCRD 4667998

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area: Knoxville-Morristown-Sevierville, TN
Region: South
County: KNOX
Address: 10107 Sherrill Blvd
Time zone: CT (UTC-6)
Office locations

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