# Investment Insight Wealth Management

Investment Insight Wealth Management is a Bank / Wealth / Trust based in Massapequa Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Massapequa Park, United States
- **Region:** North America
- **Address:** Massapequa Park, NY, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.myinvestmentinsight.com
- **LinkedIn:** https://www.linkedin.com/company/investment-insight-wealth-management

## Regulatory record

- **CRD number:** 130070
- **SEC file number:** 801-68932
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130070

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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