# Insight Wealth Partners

Insight Wealth Partners is a Registered Investment Adviser based in Plano, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Assets under management:** $1.1B regulatory AUM (Form ADV, March 2026)
- **Website:** insightwp.com

## Regulatory record

- **CRD number:** 153635
- **SEC file number:** 801-71491
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31
- **Reports private funds:** No

## About

Insight Wealth Partners is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 153635, SEC file 801-71491), with its main office in Plano, Texas. Its Form ADV filed on 31 March 2026 reports $1.1B in regulatory assets under management across 3,209 accounts.

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Updated: 2026-10-15T09:18:38.376Z

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