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INSIGHTS INVESTMENTS

PALO ALTO, CA · CRD 309727 · IAPD ↗ · 6504850277

$45.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — INSIGHTS INVESTMENTS reported RAUM up 100% ($22.9M -> $45.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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