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INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

· CRD 130070 · IAPD ↗ · 516-249-0060

$178.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC reported RAUM up 48% ($80.9M -> $119.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.