Investment Insight Wealth Management, LLC
● SEC registered since 2008CRD 130070SEC# 801-68932
Reg. AUM
$178.1M
Employees
2
Accounts
354
Location
—
Investment Insight Wealth Management, LLC assets under management
Investment Insight Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2008. It reports $178.1 million in regulatory assets under management and employs 2 people.
Investment Insight Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Jude Sullivan Control | Managing Member & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Investment Insight Wealth Management, LLC manage?
Investment Insight Wealth Management, LLC reports $178.1 million in regulatory assets under management on its Form ADV.
How many employees does Investment Insight Wealth Management, LLC have?
Investment Insight Wealth Management, LLC reports 2 employees.
Does Investment Insight Wealth Management, LLC disclose fund performance?
Investment Insight Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 516-249-0060 |
| Fax | 516-249-0055 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1737917 |
| Discloses disciplinary history | No |
Regulatory AUM
$178.1M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$178.1Mregulatory AUM
Discretionary $178.1M