RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
FERGUSON, RYAN, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
MOTLEY, JACKIE, DAWNICHIEF COMPLIANCE OFFICERNA Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
CARTER, TRAVIS, DAVISIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
LOWE, MICHAEL, CHADIMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERC Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
CARTER, TRAVIS, DAVIDIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
DRYDEN, DAVID, SCOTTIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
FERGUSON, RYAN, CHRISTOPHERIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
LOWE, MICHAEL, CHADIMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
SMITH, WAYNE, (NONE)IMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (17)

AL AR AZ CA CO FL IL LA MA NC NH OK TN TX VA WA WI

Address

3333 PREMIER DRIVE
SUITE 800
PLANO, TX 75023
United States
Phone: 972-543-4800