INSIGHT STRATEGIC WEALTH LLC
CRD #147290 SEC #801-113370 KNOXVILLE, TN 866-467-9756
SEC Registered
Total AUM
$256.9M
Discretionary
$254.9M
Employees
3
Clients
101
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $256.9M | $254.9M | $2M | 3 | 0 |
| Sep 2025 | $256.9M | $254.9M | $2M | 3 | 0 |
| Aug 2025 | $256.9M | $254.9M | $2M | 3 | 0 |
| Mar 2025 | $256.9M | $254.9M | $2M | 3 | 0 |
| Apr 2024 | $224.2M | $222.2M | $2M | 3 | 0 |
| Mar 2024 | $224.2M | $222.2M | $2M | 3 | 0 |
| Mar 2023 | $179.5M | $177.5M | $2M | 3 | 6 |
| Aug 2022 | $190.3M | $187.7M | $2.6M | 3 | 4 |
| Jul 2022 | $190.3M | $187.7M | $2.6M | 3 | 4 |
| Mar 2022 | $190.3M | $187.7M | $2.6M | 3 | 4 |
| Mar 2021 | $174.7M | $172.7M | $2M | 3 | 3 |
| Aug 2020 | $171.1M | $163.2M | $7.9M | 2 | 0 |
| Jul 2020 | $171.1M | $163.2M | $7.9M | 2 | 0 |
| Jun 2020 | $171.1M | $163.2M | $7.9M | 2 | 0 |
| Mar 2020 | $171.1M | $163.2M | $7.9M | 2 | 0 |
| Mar 2019 | $127.6M | $127.6M | $0 | 2 | 0 |
| May 2018 | $116.9M | $116.9M | $0 | 2 | 0 |
DateOct 2025
Total AUM$256.9M
Discretionary$254.9M
Non-Disc.$2M
Employees3
Clients0
DateSep 2025
Total AUM$256.9M
Discretionary$254.9M
Non-Disc.$2M
Employees3
Clients0
DateAug 2025
Total AUM$256.9M
Discretionary$254.9M
Non-Disc.$2M
Employees3
Clients0
DateMar 2025
Total AUM$256.9M
Discretionary$254.9M
Non-Disc.$2M
Employees3
Clients0
DateApr 2024
Total AUM$224.2M
Discretionary$222.2M
Non-Disc.$2M
Employees3
Clients0
DateMar 2024
Total AUM$224.2M
Discretionary$222.2M
Non-Disc.$2M
Employees3
Clients0
DateMar 2023
Total AUM$179.5M
Discretionary$177.5M
Non-Disc.$2M
Employees3
Clients6
DateAug 2022
Total AUM$190.3M
Discretionary$187.7M
Non-Disc.$2.6M
Employees3
Clients4
DateJul 2022
Total AUM$190.3M
Discretionary$187.7M
Non-Disc.$2.6M
Employees3
Clients4
DateMar 2022
Total AUM$190.3M
Discretionary$187.7M
Non-Disc.$2.6M
Employees3
Clients4
DateMar 2021
Total AUM$174.7M
Discretionary$172.7M
Non-Disc.$2M
Employees3
Clients3
DateAug 2020
Total AUM$171.1M
Discretionary$163.2M
Non-Disc.$7.9M
Employees2
Clients0
DateJul 2020
Total AUM$171.1M
Discretionary$163.2M
Non-Disc.$7.9M
Employees2
Clients0
DateJun 2020
Total AUM$171.1M
Discretionary$163.2M
Non-Disc.$7.9M
Employees2
Clients0
DateMar 2020
Total AUM$171.1M
Discretionary$163.2M
Non-Disc.$7.9M
Employees2
Clients0
DateMar 2019
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees2
Clients0