Insight Wealth Partners is an investment advisor in Plano with $758.22 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272626130
SEC advisor number
801-71491
FINRA CRD number
153635
AUM ?
$789.96 mm
(as of 6 Mar 24)
Accounts
2,901
(as of 6 Mar 24)
Employees
14
(14 investment advisory or research)
Address
Insight Wealth Partners
3333 PREMIER DRIVE, SUITE 800
PLANO
TX 75023
3333 PREMIER DRIVE, SUITE 800
PLANO
TX 75023
Phone
972-543-4800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Dec 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21