INSIGHT WEALTH PARTNERS, LLC

HTTP://WWW.INSIGHTWP.COM PLANO, TX How do I update this listing?

Insight Wealth Partners is based out of Plano. Insight Wealth Partners is a large advisory firm with 563 clients and discretionary assets under management (AUM) of $330,871,329 (Form ADV from 2019-03-22). Their last reported 13F filing for Q4 2019 included $100,845,000 in managed 13F securities and a top 10 holdings concentration of 78.39%. Insight Wealth Partners's largest holding is SPDR S&P 500 ETF Trust with shares held of 972,400. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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INSIGHT WEALTH PARTNERS
3333 PREMIER DRIVE SUITE 800
PLANO TX    75023
Country: United States

Business Phone: 972-543-4800
Fax: 972-543-4801
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 128,982,000
Total Number of Clients: 563
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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