Insight Wealth Strategies, LP
CRD 151437SEC# 801-124825Irvine, CA
No longer SEC-registered. Insight Wealth Strategies, LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$109.2M
Employees
2
Accounts
235
Location
Irvine, CA
Insight Wealth Strategies, LP assets under management
Insight Wealth Strategies, LP is an investment advisory firm registered with the SEC based in Irvine, CA. It reports $109.2 million in regulatory assets under management and employs 2 people.
Insight Wealth Strategies, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Dean McCormick Control | Principal & Chief Compliance Officer | Under 5% | 2009 |
| Insight Advisors, Inc. Control | Limited Partner | Over 75% | 2009 |
| Insight Advisors, Inc. Control | General Partner | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Insight Wealth Strategies, LP manage?
Insight Wealth Strategies, LP reports $109.2 million in regulatory assets under management on its Form ADV.
How many employees does Insight Wealth Strategies, LP have?
Insight Wealth Strategies, LP reports 2 employees.
Where is Insight Wealth Strategies, LP located?
Insight Wealth Strategies, LP is based in Irvine, CA.
Does Insight Wealth Strategies, LP disclose fund performance?
Insight Wealth Strategies, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Pacifica, Suite 360, Irvine, CA 92618 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$109.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$109.2Mregulatory AUM
Discretionary $109.2M