Insight Strategic Wealth LLC

RIASEC RegisteredEst. 2018

Total AUM

$401M

Discretionary

$400M

100% of AUM

Avg account

$555K

Accounts

722

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 147290
Registered since: June 1, 2018
Website: www.insightstrategicwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2018. The firm describes itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. Its compensation approach combines a percentage-of-AUM schedule with hourly charges for some services. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not an active ESG investor and operates under a single-state registration profile per its snapshot.