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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, PATRICIA, CONRY | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B | |
| CONRY, JAIME, ALISON | I | MEMBER | B |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (4)
GA NC TN TX
Address
10107 SHERRILL BLVDKNOXVILLE, TN 37932
United States
Phone: 866-467-9756