Hedge Fund Database

INSIGHT WEALTH PARTNERS

INSIGHT WEALTH PARTNERS, LLC Legal Name

Adviser information for INSIGHT WEALTH PARTNERS last updated from Form ADV on March 6th, 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 Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 14
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 13
Licensed Agents of an Insurance Company 12
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,896 $788.3M
Non-Discretionary 5 $1.6M
Total 2,901 $790.0M

Clients

Type Number RAUM
Individuals 571 $187.7M
HNW Individuals 295 $600.7M
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 0 $0
Charitable organizations <5 $530,817
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 $955,970
Other 0 $0
Type Number
No. of Non-RAUM Clients 30
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-71491
SEC ERA File Number 801-71491
SEC CIK Numbers 1627003
SEC CRD Numbers 153635
Legal Entity Identifier None

Principal Office

3333 PREMIER DRIVE
SUITE 800
PLANO
TX
United States
MON-THURS/FRI, 8:30-5PM/8:30-2PM
Tel: 972-543-4800, Fax: 972-543-4801

Websites

www.insightwp.com www.facebook.com/insight-wealth-partners-128743037151598/ www.linkedin.com/in/joshhargroveiwp www.facebook.com/chrisweatherlyiwp www.facebook.com/ross.powell.insightwp www.linkedin.com/company/insight-wealth-partners-llc/about/ www.linkedin.com/in/ryan-ferguson-cfp-cpa-msa-5666316a/ www.linkedin.com/in/insightwealthpartners/ www.linkedin.com/in/joshhargrove/ www.linkedin.com/in/rosspowellcpa/ www.linkedin.com/in/kevin-brown-6513154/ www.linkedin.com/in/davidtchin/ www.linkedin.com/in/chris-weatherly-mba-ma-a050a178/

Chief Compliance Officer

WAYNE SMITH, III
MANAGING PARTNER
3333 PREMIER DRIVE
SUITE 800
PLANO
TX
United States
Tel: 972-543-4750
Fax: 972-543-4801
(Full email address available in API data)

Regulatory Contact

RYAN FERGUSON
MANAGING PARTNET
3333 PREMIER DRIVE
SUITE 800
PLANO
TX
United States
Tel: 972-543-4800
Fax: 972-543-4801
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CARTER, TRAVIS, DAVID Individual – MANAGING MEMBER 05/2010 10-25%
DRYDEN, DAVID, SCOTT Individual – MANAGING MEMBER 05/2010 10-25%
SMITH, WAYNE, (NONE) Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 05/2010 10-25%
LOWE, MICHAEL, CHAD Individual – MANAGING MEMBER 01/2011 10-25%
FERGUSON, RYAN, CHRISTOPHER Individual – MANAGING MEMBER 01/2012 10-25%

No. Employees, Historic

201002020202120222023202420259 on 3/18/20209 on 4/16/20209 on 4/20/20209 on 5/22/202010 on 2/25/202111 on 2/17/202211 on 2/17/202213 on 2/2/202313 on 7/11/202314 on 3/6/2024

RAUM, Historic

800M400M0202020212022202320242025435606042 on 3/18/2020435606042 on 4/16/2020435606042 on 4/20/2020435606042 on 5/22/2020569462939 on 2/25/2021758223455 on 2/17/2022758223455 on 2/17/2022688116833 on 2/2/2023688116833 on 7/11/2023789957931 on 3/6/2024

No. Clients, Historic

9004500202020212022202320242025615 on 3/18/2020615 on 4/16/2020615 on 4/20/2020615 on 5/22/2020666 on 2/25/2021756 on 2/17/2022756 on 2/17/2022825 on 2/2/2023825 on 7/11/2023866 on 3/6/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 266K 3K –
ABBVIE INC COM 660K 4K –
ACCENTURE PLC IRELAND SHS CLASS A 806K 3K –
AMAZON COM INC COM 2M 10K –
AMERICAN CENTY ETF TR US SML CP VALU 2M 17K –
AMERICAN CENTY ETF TR INTL SMCP VLU 1M 21K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 608K 12K –
APPLE INC COM 2M 9K –
ARK ETF TR INNOVATION ETF 2M 49K –
BP PLC SPONSORED ADR 240K 7K –
BROADCOM INC COM 1M 727 –
CAPITOL SER TR FAIRLEAD TACTICA 1M 52K –
CHEVRON CORP NEW COM 300K 2K –
CISCO SYS INC COM 793K 17K –
COLGATE PALMOLIVE CO COM 473K 5K –
CONOCOPHILLIPS COM 336K 3K –
DBX ETF TR XTRACKERS S&P 2M 44K –
DIAMONDBACK ENERGY INC COM 2M 10K –
DIREXION SHS ETF TR DRX S&P500BULL 5M 32K –
ECOLAB INC COM 496K 2K –
ELI LILLY & CO COM 734K 810 –
ETF SER SOLUTIONS VIDENT INTERNATI 223K 9K –
ETF SER SOLUTIONS VIDENT US BOND 431K 10K –
ETF SER SOLUTIONS CLEARSHS ULTRA 699K 7K –
EVERCORE INC CLASS A 243K 1K –
EXXON MOBIL CORP COM 899K 8K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 7M 155K –
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 796K 12K –
FORD MTR CO DEL COM 554K 44K –
HOME DEPOT INC COM 629K 2K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 13M 567K –
INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 3M 136K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 769K 34K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 660K 29K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 655K 33K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 701K 37K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 648K 34K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 711K 35K –
ISHARES GOLD TR ISHARES NEW 7M 158K –
ISHARES TR FALN ANGLS USD 3M 102K –
ISHARES TR NATIONAL MUN ETF 3M 24K –
ISHARES TR PFD AND INCM SEC 235K 7K –
ISHARES TR IBOXX INV CP ETF 10M 92K –
ISHARES TR CONSER ALLOC ETF 239K 6K –
ISHARES TR IBOXX HI YD ETF 3M 39K –
ISHARES TR CORE TOTAL USD 422K 9K –
ISHARES TR TIPS BD ETF 4M 41K –
ISHARES TR ISHARES SEMICDTR 2M 7K –
ISHARES TR CORE S&P500 ETF 380K 694 –
ISHARES TR US INFRASTRUC 332K 8K –
ISHARES TR CMBS ETF 2M 44K –
ISHARES TR GLOBAL ENERG ETF 459K 11K –
ISHARES TR JPMORGAN USD EMG 3M 33K –
ISHARES TR CORE DIV GRWTH 389K 7K –
ISHARES TR MSCI EMG MKT ETF 8M 184K –
ISHARES TR MSCI EAFE ETF 8M 107K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 203K 4K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 29M 584K –
JPMORGAN CHASE & CO. COM 399K 2K –
META PLATFORMS INC CL A 516K 1K –
MICROSOFT CORP COM 1M 2K –
NASDAQ INC COM 410K 7K –
NVIDIA CORPORATION COM 4M 34K –
ORACLE CORP COM 251K 2K –
PACCAR INC COM 782K 8K –
PACER FDS TR US CASH COWS 100 814K 15K –
PEPSICO INC COM 380K 2K –
PGIM ETF TR PGIM ULTRA SH BD 589K 12K –
PIMCO ETF TR ACTIVE BD ETF 2M 22K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 4M 84K –
PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 2M 87K –
QORVO INC COM 203K 2K –
RTX CORPORATION COM 681K 7K –
SCHWAB STRATEGIC TR US LCAP GR ETF 726K 7K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 843K 11K –
SELECT SECTOR SPDR TR ENERGY 233K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 406K 3K –
SERVICENOW INC COM 215K 273 –
SILA REALTY TRUST INC COMMON STOCK 993K 47K –
SPDR GOLD TR GOLD SHS 605K 3K –
SPDR S&P 500 ETF TR TR UNIT 561K 1K –
SPDR S&P 500 ETF TR TR UNIT 405M 745K –
SPROTT PHYSICAL GOLD TR UNIT 2M 138K –
TESLA INC COM 272K 1K –
TEXAS INSTRS INC COM 2M 9K –
TEXAS ROADHOUSE INC COM 300K 2K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 790K 11K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 1M 14K –
VERTIV HOLDINGS CO COM CL A 240K 3K –
WESTERN ASSET PREMIER BD FD SHS BEN INT 869K 83K –
WP CAREY INC COM 282K 5K –