Insights Investments LLC
● SEC registered since 2020CRD 309727SEC# 801-119340Palo Alto, CA
Reg. AUM
$45.8M
Employees
1
Accounts
33,896
Location
Palo Alto, CA
Insights Investments LLC assets under management
Insights Investments LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2020. It reports $45.8 million in regulatory assets under management and employs 1 people.
Insights Investments LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andres Jose Villaquiran Control | Chief Compliance Officer | Under 5% | 2020 |
| Insights Wealth Management Inc Control | Owner | Over 75% | 2021 |
| Andres Jose Villaquiran Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Insights Investments LLC manage?
Insights Investments LLC reports $45.8 million in regulatory assets under management on its Form ADV.
How many employees does Insights Investments LLC have?
Insights Investments LLC reports 1 employees.
Where is Insights Investments LLC located?
Insights Investments LLC is based in Palo Alto, CA and has been SEC-registered since 2020.
Does Insights Investments LLC disclose fund performance?
Insights Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3101 Park Blvd, Palo Alto, CA 94306 |
| Phone | 6504850277 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$45.8M▲ 100%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$45.8Mregulatory AUM
Discretionary $0Non-discretionary $45.8M