INSIGHT WEALTH STRATEGIES, LP
Adviser information for INSIGHT WEALTH STRATEGIES, LP last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 222 | $105.7M |
| Non-Discretionary | 0 | $0 |
| Total | 222 | $105.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $2.2M |
| HNW Individuals | 39 | $87.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 13 | $15.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-124825 |
|---|---|
| SEC ERA File Number | 801-124825 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151437 |
| Legal Entity Identifier | None |
Principal Office
100 PACIFICASUITE 360
IRVINE
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 949-453-9331, Fax: 949-453-9802
Chief Compliance Officer
D. DEAN MCCORMICK
MANAGING PARTNER
100 PACIFICA
SUITE 360
IRVINE
CA
United States
Tel:
949-453-9331
Fax:
949-453-9802
D*************@******************M
(Full email address available in API data)
Regulatory Contact
ANTHONY LUPPI
WEALTH ADVISOR
100 PACIFICA
SUITE 360
IRVINE
CA
United States
Tel:
949-453-9331
T*********@******************M
(Full email address available in API data)
Industry Affiliates
| INSIGHT ADVISORS, INC. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCCORMICK, DONALD, DEAN | Individual | – | PRINCIPAL & CHIEF COMPLIANCE OFFICER | 08/2009 | < 5% |
| INSIGHT ADVISORS, INC. | Domestic Entity | – | GENERAL PARTNER | 08/2009 | < 5% |
| INSIGHT ADVISORS, INC. | Domestic Entity | – | LIMITED PARTNER | 08/2009 | > 75% |
| MCCORMICK, DONALD, DEAN | Individual | INSIGHT ADVISORS, INC. | PRESIDENT | 11/1994 | > 75% |