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Investment Insight Wealth Management
Investment Insight Wealth Management is an SEC-registered investment adviser since 2008. The firm manages approximately $178 million in regulatory assets.
Investment Insight Wealth Management
Investment Insight Wealth Management is an SEC-registered investment adviser since 2008. The firm manages approximately $178 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Massapequa Park
Corporate office
Massapequa Park, NY, United States
Frequently asked questions
What is the firm's known posture on co-investments alongside external GPs?
The firm has no publicly disclosed co-investment program or GP-relationship network. As a retail advisory practice, it does not source or syndicate direct private investments, and its clients access private markets—if at all—through publicly available interval funds or tender-offer structures, not bespoke co-investment vehicles.
Where is Investment Insight Wealth Management's primary client base located?
The firm operates from a single office in Massapequa Park, New York, and serves a client base concentrated in the New York metropolitan area, primarily Long Island. Its business is built on local relationships and in-person advisory delivery, without satellite offices or a national footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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