INSIGHT WEALTH PARTNERS
Latest filing: Mar 28, 2025 (69 days ago)
AUM
$970,284,631
23% change vs. 1 year ago
28% change vs. 3 years ago
123% change vs. 5 years ago
225% change vs. 10 years ago
Employee Count
15
7% change vs. 1 year ago
36% change vs. 3 years ago
67% change vs. 5 years ago
25% change vs. 10 years ago
Main Office
PLANO, TX
3333 PREMIER DRIVE, PLANO, TX, UNITED STATES, 75023
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 590 | $0.2 |
| Average Individual AUM | $412,779 | |
| HNW | 315 | $0.7 |
| Average HNW AUM | $2,301,261 | |
| Retail Total | 905 | $1.0 |
| Average Retail AUM | $1,070,096 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.4 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 27% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 7% | $0.1 |
| Investment Companies | 34% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.1 |
| Other | 2% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| CARTER, TRAVIS, DAVID | MANAGING MEMBER |
| DRYDEN, DAVID, SCOTT | MANAGING MEMBER |
| SMITH, WAYNE, (NONE) | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER |
| LOWE, MICHAEL, CHAD | MANAGING MEMBER |
| FERGUSON, RYAN, CHRISTOPHER | MANAGING MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID CHIN | PLANO | TX | S63|1991-03-07 | ||||||
| RYAN FERGUSON | PLANO | TX | S66|2010-08-17 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID DRYDEN | PLANO | TX | S65|2022-09-28 | CERTIFIED FINANCIAL PLANNER | |||||
| KEVIN BROWN | PLANO | TX | S63|1998-08-28|S65|1998-09-03 | ||||||
| BENINO TORREZ | PLANO | TX | S65|2022-06-16 | ||||||
| JOHN WEATHERLY | PLANO | TX | S65|2018-06-11 | ||||||
| MARK STEGMAN | PLANO | TX | S63|1997-08-18 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL LOWE | PLANO | TX | S63|1998-11-10|S65|2010-05-06 | ||||||
| GRANT WINGER | PLANO | TX | S63|2022-08-26|S65|2024-03-08 | ||||||
| JOSHUA HARGROVE | PLANO | TX | S63|2013-02-25|S65|2014-02-27 | CERTIFIED FINANCIAL PLANNER | |||||
| TRAVIS CARTER | PLANO | TX | S63|1994-03-02 | CERTIFIED FINANCIAL PLANNER | |||||
| WAYNE SMITH | PLANO | TX | S63|1994-07-05 | CERTIFIED FINANCIAL PLANNER | |||||
| ROSS POWELL | PLANO | TX | S65|2020-12-04 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID DRYDEN | PLANO | TX | S63|1992-02-28 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.0 | $0.0 | 0% | 15 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.2 | 23% | 14 | 1 | 7% |
| 2023-04-04 | $0.7 | $0.3 | 41% | 13 | 2 | 15% |
| 2022-04-01 | $0.8 | $0.2 | 28% | 11 | 4 | 36% |
| 2021-04-05 | $0.6 | $0.4 | 70% | 10 | 5 | 50% |
| 2020-04-01 | $0.4 | $0.5 | 123% | 9 | 6 | 67% |
| 2019-04-01 | $0.3 | $0.6 | 192% | 9 | 6 | 67% |
| 2018-04-02 | $0.4 | $0.5 | 122% | 11 | 4 | 36% |
| 2017-04-01 | $0.4 | $0.6 | 166% | 11 | 4 | 36% |
| 2016-04-01 | $0.3 | $0.6 | 193% | 12 | 3 | 25% |
| 2015-04-01 | $0.3 | $0.7 | 225% | 12 | 3 | 25% |
| 2014-04-01 | $0.3 | $0.7 | 267% | 10 | 5 | 50% |
| 2013-04-01 | $0.2 | $0.7 | 338% | 10 | 5 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AL-02/17/2022, AR-03/28/2025, AZ-02/17/2022, CA-09/29/2011, CO-02/25/2021, FL-03/18/2020, IL-03/07/2022, LA-01/28/2013, MA-03/28/2025, NC-02/17/2022, NH-02/08/2018, OK-02/17/2022, TN-02/25/2021, TX-06/08/2010, VA-02/17/2022, WA-07/11/2023, WI-03/28/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV