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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | GENERAL PARTNER | NA | Control |
| MCCORMICK CONSULTING, INC. | DE | GENERAL PARTNER | NA | Control |
| MCCORMICK CONSULTING, INC. | DE | GENERAL PARTNER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCORMICK, DONALD, DEAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| INSIGHT ADVISORS, INC. | DE | LIMITED PARTNER | E | Control |
| MCCORMICK CONSULTING, INC. | DE | LIMITED PARTNER | E | Control |
| MCCORMICK CONSULTING, INC. | DE | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCORMICK, DONALD, DEAN | I | MCCORMICK CONSULTING, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | MCCORMICK CONSULTING, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
| MCCORMICK, DONALD, DEAN | I | INSIGHT ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (3)
CA NV TX
Address
100 PACIFICASUITE 360
IRVINE, CA 92618
United States
Phone: 949-453-9331