INSIGHT WEALTH STRATEGIES, LP
CRD #151437 SEC #801-124825 IRVINE, CA 949-453-9331
SEC Registered
Total AUM
$109.2M
Discretionary
$109.2M
Employees
2
Clients
--
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $109.2M | $109.2M | $0 | 2 | 0 |
| Mar 2024 | $105.7M | $105.7M | $0 | 2 | 0 |
| Apr 2023 | $97.2M | $97.2M | $0 | 2 | 0 |
| Mar 2023 | $97.2M | $97.2M | $0 | 2 | 0 |
| Apr 2022 | $120M | $120M | $0 | 1 | 0 |
| Apr 2022 | $120M | $120M | $0 | 1 | 0 |
| Mar 2022 | $120M | $120M | $0 | 1 | 0 |
| Jan 2016 | $40M | $40M | $0 | 1 | 26 |
| Jan 2016 | $40M | $40M | $0 | 1 | 26 |
DateMar 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients0
DateJan 2016
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients26
DateJan 2016
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients26