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INSIGHT STRATEGIC WEALTH LLC

KNOXVILLE, TN · CRD 147290 · IAPD ↗ · insightstrategicwealth.com · 866-467-9756

$401.0MRegulatory AUM
7Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — INSIGHT STRATEGIC WEALTH LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — INSIGHT STRATEGIC WEALTH LLC reported RAUM up 56% ($256.9M -> $401.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — INSIGHT STRATEGIC WEALTH LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — INSIGHT STRATEGIC WEALTH LLC notice-filed in GA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — INSIGHT STRATEGIC WEALTH LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — INSIGHT STRATEGIC WEALTH LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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