INSIGHT STRATEGIC WEALTH LLC
Latest filing: Mar 07, 2025 (203 days ago)
AUM
$256,902,086
15% change vs. 1 year ago
35% change vs. 3 years ago
50% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
50% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
KNOXVILLE, TN
10107 SHERRILL BLVD, KNOXVILLE, TN, UNITED STATES, 37932
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 96 | $0.0 |
| Average Individual AUM | $379,302 | |
| HNW | 98 | $0.2 |
| Average HNW AUM | $2,249,889 | |
| Retail Total | 194 | $0.3 |
| Average Retail AUM | $1,324,238 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 2% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.0 |
| Municipal | 9% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 63% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 20% | $0.1 |
| Other | 0% | $0.0 |
| Total | 99% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONRY-TAYLOR AND COMPANY CPAS PC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA TAYLOR | KNOXVILLE | TN | S65|2010-12-01 | PERSONAL FINANCIAL SPECIALIST | |||||
| JAIME CONRY | KNOXVILLE | TN | S65|2015-07-27 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 15% | 3 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 43% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 35% | 3 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.1 | 47% | 3 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.1 | 50% | 2 | 1 | 50% |
| 2019-04-01 | $0.1 | $0.1 | 101% | 2 | 1 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, NC-03/21/2023, TN-06/01/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV