INSIGHT WEALTH PARTNERS, LLC
Legal name: INSIGHT WEALTH PARTNERS
CRD #153635 SEC #801-71491 PLANO, TX 972-543-4800
SEC Registered
Total AUM
$970.3M
Discretionary
$968.6M
Employees
15
Clients
26
Accounts
3,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $970.3M | $968.6M | $1.6M | 15 | 31 |
| Mar 2024 | $790M | $788.3M | $1.6M | 14 | 30 |
| Jul 2023 | $688.1M | $686.5M | $1.6M | 13 | 23 |
| Feb 2023 | $688.1M | $686.5M | $1.6M | 13 | 23 |
| Feb 2022 | $758.2M | $756.3M | $1.9M | 11 | 26 |
| Feb 2021 | $569.5M | $568.6M | $901.3K | 10 | 18 |
| May 2020 | $435.6M | $434.6M | $997K | 9 | 21 |
| Apr 2020 | $435.6M | $434.6M | $997K | 9 | 21 |
| Apr 2020 | $435.6M | $434.6M | $997K | 9 | 21 |
| Mar 2020 | $435.6M | $434.6M | $997K | 9 | 21 |
| Mar 2019 | $331.8M | $330.9M | $911.8K | 9 | 18 |
| Apr 2018 | $436.8M | $342.6M | $94.2M | 11 | 17 |
| Feb 2018 | $436.8M | $342.6M | $94.2M | 11 | 17 |
| Jun 2017 | $364.6M | $364.1M | $500K | 11 | 400 |
| Mar 2017 | $364.6M | $364.1M | $500K | 11 | 400 |
| May 2016 | $331.6M | $331.2M | $400K | 12 | 449 |
| Apr 2016 | $331.6M | $331.2M | $400K | 12 | 449 |
| Mar 2016 | $331.6M | $331.2M | $400K | 12 | 449 |
| Nov 2015 | $298.6M | $298.1M | $453.2K | 12 | 400 |
| Feb 2015 | $298.6M | $298.1M | $453.2K | 12 | 400 |
| Jan 2014 | $264.2M | $263.8M | $436.3K | 10 | 400 |
| Jan 2014 | $221.3M | $221M | $387.2K | 10 | 400 |
| Jan 2013 | $221.3M | $221M | $387.2K | 10 | 400 |
| Jan 2013 | $221.3M | $221M | $387.2K | 10 | 400 |
| Jan 2013 | $221.3M | $221M | $387.2K | 10 | 400 |
| Jan 2013 | $221.3M | $221M | $387.2K | 10 | 400 |
| Dec 2012 | $220.2M | $219.8M | $385.6K | 10 | 400 |
| Dec 2012 | $218.1M | $217.7M | $382.8K | 10 | 400 |
| Dec 2012 | $201.1M | $200.8M | $364.8K | 10 | 400 |
| Jun 2012 | $201.1M | $200.8M | $364.8K | 1 | 600 |
| Jun 2012 | $201.1M | $200.8M | $364.8K | 1 | 600 |
| Mar 2012 | $200.2M | $199.9M | $373.2K | 1 | 600 |
| Mar 2012 | $189.7M | $189.3M | $356.1K | 1 | 600 |
| Jan 2012 | $187.8M | $187.4M | $325K | 1 | 0 |
| Jan 2012 | $187.8M | $187.4M | $325K | 1 | 0 |
| Jan 2012 | $187.8M | $187.4M | $325K | 1 | 0 |
| Jan 2012 | $187.8M | $187.4M | $325K | 1 | 0 |
| Dec 2011 | $187.8M | $187.4M | $325K | 1 | 0 |
| Jul 2011 | $187.8M | $187.4M | $325K | 5 | -- |
| Mar 2011 | $139M | $138.6M | $400K | 5 | -- |
| Jul 2010 | $80M | $80M | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$970.3M
Discretionary$968.6M
Non-Disc.$1.6M
Employees15
Clients31
DateMar 2024
Total AUM$790M
Discretionary$788.3M
Non-Disc.$1.6M
Employees14
Clients30
DateJul 2023
Total AUM$688.1M
Discretionary$686.5M
Non-Disc.$1.6M
Employees13
Clients23
DateFeb 2023
Total AUM$688.1M
Discretionary$686.5M
Non-Disc.$1.6M
Employees13
Clients23
DateFeb 2022
Total AUM$758.2M
Discretionary$756.3M
Non-Disc.$1.9M
Employees11
Clients26
DateFeb 2021
Total AUM$569.5M
Discretionary$568.6M
Non-Disc.$901.3K
Employees10
Clients18
DateMay 2020
Total AUM$435.6M
Discretionary$434.6M
Non-Disc.$997K
Employees9
Clients21
DateApr 2020
Total AUM$435.6M
Discretionary$434.6M
Non-Disc.$997K
Employees9
Clients21
DateApr 2020
Total AUM$435.6M
Discretionary$434.6M
Non-Disc.$997K
Employees9
Clients21
DateMar 2020
Total AUM$435.6M
Discretionary$434.6M
Non-Disc.$997K
Employees9
Clients21
DateMar 2019
Total AUM$331.8M
Discretionary$330.9M
Non-Disc.$911.8K
Employees9
Clients18
DateApr 2018
Total AUM$436.8M
Discretionary$342.6M
Non-Disc.$94.2M
Employees11
Clients17
DateFeb 2018
Total AUM$436.8M
Discretionary$342.6M
Non-Disc.$94.2M
Employees11
Clients17
DateJun 2017
Total AUM$364.6M
Discretionary$364.1M
Non-Disc.$500K
Employees11
Clients400
DateMar 2017
Total AUM$364.6M
Discretionary$364.1M
Non-Disc.$500K
Employees11
Clients400
DateMay 2016
Total AUM$331.6M
Discretionary$331.2M
Non-Disc.$400K
Employees12
Clients449
DateApr 2016
Total AUM$331.6M
Discretionary$331.2M
Non-Disc.$400K
Employees12
Clients449
DateMar 2016
Total AUM$331.6M
Discretionary$331.2M
Non-Disc.$400K
Employees12
Clients449
DateNov 2015
Total AUM$298.6M
Discretionary$298.1M
Non-Disc.$453.2K
Employees12
Clients400
DateFeb 2015
Total AUM$298.6M
Discretionary$298.1M
Non-Disc.$453.2K
Employees12
Clients400
DateJan 2014
Total AUM$264.2M
Discretionary$263.8M
Non-Disc.$436.3K
Employees10
Clients400
DateJan 2014
Total AUM$221.3M
Discretionary$221M
Non-Disc.$387.2K
Employees10
Clients400
DateJan 2013
Total AUM$221.3M
Discretionary$221M
Non-Disc.$387.2K
Employees10
Clients400
DateJan 2013
Total AUM$221.3M
Discretionary$221M
Non-Disc.$387.2K
Employees10
Clients400
DateJan 2013
Total AUM$221.3M
Discretionary$221M
Non-Disc.$387.2K
Employees10
Clients400
DateJan 2013
Total AUM$221.3M
Discretionary$221M
Non-Disc.$387.2K
Employees10
Clients400
DateDec 2012
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$385.6K
Employees10
Clients400
DateDec 2012
Total AUM$218.1M
Discretionary$217.7M
Non-Disc.$382.8K
Employees10
Clients400
DateDec 2012
Total AUM$201.1M
Discretionary$200.8M
Non-Disc.$364.8K
Employees10
Clients400
DateJun 2012
Total AUM$201.1M
Discretionary$200.8M
Non-Disc.$364.8K
Employees1
Clients600
DateJun 2012
Total AUM$201.1M
Discretionary$200.8M
Non-Disc.$364.8K
Employees1
Clients600
DateMar 2012
Total AUM$200.2M
Discretionary$199.9M
Non-Disc.$373.2K
Employees1
Clients600
DateMar 2012
Total AUM$189.7M
Discretionary$189.3M
Non-Disc.$356.1K
Employees1
Clients600
DateJan 2012
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees1
Clients0
DateJan 2012
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees1
Clients0
DateJan 2012
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees1
Clients0
DateJan 2012
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees1
Clients0
DateDec 2011
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees1
Clients0
DateJul 2011
Total AUM$187.8M
Discretionary$187.4M
Non-Disc.$325K
Employees5
Clients--
DateMar 2011
Total AUM$139M
Discretionary$138.6M
Non-Disc.$400K
Employees5
Clients--
DateJul 2010
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--