INSIGHT WEALTH PARTNERS, LLC

INSIGHT WEALTH PARTNERS
PLANO, Texas·6 registered advisors·CRD# 153635
SEC# 801-714910972-543-4800
01

Firm Overview

AUM
$790M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INSIGHT WEALTH PARTNERS, LLC

6 registered advisors
David Scott Dryden
PLANO, Texas
Jackie Dawn Motley
PLANO, Texas
Michael Chad Lowe
PLANO, Texas
Ryan Christopher Ferguson
PLANO, Texas
Travis David Carter
PLANO, Texas
Wayne (none) Smith
PLANO, Texas
05

Office Locations

PLANO, Texas
6 advisors

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Data sourced from SEC Form ADV filings. INSIGHT WEALTH PARTNERS, LLC (CRD# 153635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.