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INSIGHT WEALTH STRATEGIES, LP

IRVINE, CA · CRD 151437 · IAPD ↗ · 949-453-9331

$109.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — INSIGHT WEALTH STRATEGIES, LP (IRVINE, CA) left the SEC roster (was $109.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
March 2025 — INSIGHT WEALTH STRATEGIES, LP notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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