Insight Wealth Partners, LLC
● SEC registered since 2010CRD 153635SEC# 801-71491Plano, TX
Reg. AUM
$1.12B
Employees
16
Accounts
3,209
Location
Plano, TX
Insight Wealth Partners, LLC assets under management
Insight Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Plano, TX. The firm has been registered since 2010. It reports $1.1 billion in regulatory assets under management and employs 16 people.
Insight Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Dryden Control | Managing Member | 10-25% | 2010 |
| Michael Chad Lowe Control | Managing Member | 10-25% | 2011 |
| Ryan Christopher Ferguson Control | Managing Member | 10-25% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Insight Wealth Partners, LLC manage?
Insight Wealth Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Insight Wealth Partners, LLC have?
Insight Wealth Partners, LLC reports 16 employees.
Where is Insight Wealth Partners, LLC located?
Insight Wealth Partners, LLC is based in Plano, TX and has been SEC-registered since 2010.
Does Insight Wealth Partners, LLC disclose fund performance?
Insight Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3333 Premier Drive, Suite 800, Plano, TX 75023 |
| Phone | 972-543-4800 |
| Fax | 972-543-4801 |
| Office hours | 8:30-5p.m./8:30-2p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1627003 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.12BNon-discretionary $1.8M