Insight Strategic Wealth LLC
● SEC registered since 2018CRD 147290SEC# 801-113370Knoxville, TN
Reg. AUM
$401M
Employees
7
Accounts
722
Location
Knoxville, TN
Insight Strategic Wealth LLC assets under management
Insight Strategic Wealth LLC operates as an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2018. It reports $401 million in regulatory assets under management and employs 7 people.
Insight Strategic Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaime Alison Conry | Member | 10-25% | 2015 |
| Patricia Conry Taylor Control | Managing Member / Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Insight Strategic Wealth LLC manage?
Insight Strategic Wealth LLC reports $401 million in regulatory assets under management on its Form ADV.
How many employees does Insight Strategic Wealth LLC have?
Insight Strategic Wealth LLC reports 7 employees.
Where is Insight Strategic Wealth LLC located?
Insight Strategic Wealth LLC is based in Knoxville, TN and has been SEC-registered since 2018.
Does Insight Strategic Wealth LLC disclose fund performance?
Insight Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10107 Sherrill Blvd, Knoxville, TN 37932 |
| Phone | 866-467-9756 |
| Fax | 865-777-2326 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$401M▲ 56%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$401Mregulatory AUM
Discretionary $399.7MNon-discretionary $1.3M