Insight Wealth Partners

RIASEC RegisteredEst. 2010
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$350K
Accounts
3,209
Employees
16
Advisory reps
16

Firm details

Headquarters
Plano, Texas
CRD number
153635
Registered since
June 4, 2010
Website
www.insightwp.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.43%
  • Individuals27.33%
  • Charitable Organizations0.14%
  • Corporations / Businesses0.1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Wealth Partners is an independent RIA organized as an LLC and SEC-registered since 2010. The firm serves primarily individual and family clients, acting as a capital allocator and offering a mix of financial planning and portfolio management across household and small-business relationships. Service lines listed on the firm’s disclosures include comprehensive financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting services, and the selection of other advisers. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Investment Grade Corp Bonds 26%, Derivatives 9%, Cash & Cash Equivalents 6%, Exchange Traded Equities 4%, US Government Bonds 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%48%
  • Public Funds/Mutual Funds48%
  • Investment Grade Corp Bonds26%
  • Derivatives9%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities4%

Owners & executives

1 of 1
  • Wayne Smith

    Wayne Smith

    Managing Partner and Chief Compliance OfficerCRD 2504244

Contacts

3 of 15
  • David Dryden

    David Dryden

    Financial AnalystCRD 7602129

  • Laura Ragsdale

    Laura Ragsdale

    Wealth ManagerCRD 7842164

  • Kevin Brown

    Kevin Brown

    Financial AdvisorCRD 3084314

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$704M in ETFs

Passive

89%

$626M

Active

11%

$77.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$449M601,82763.86%
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Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
3333 Premier Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth