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INSIGHT WEALTH PARTNERS

PLANO, TX · CRD 153635 · IAPD ↗ · insightwp.com · 972-543-4800

$1.12BRegulatory AUM
16Advisory reps
16Employees
21Clients
11-25Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — INSIGHT WEALTH PARTNERS crossed $1B in regulatory AUM ($970.3M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2025 — INSIGHT WEALTH PARTNERS notice-filed in AR, MA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — INSIGHT WEALTH PARTNERS reports 26-50 financial-planning clients, up from 11-25.
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.