Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC is an SEC-registered wealth manager with $178.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Investment Insight Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130070, SEC 801-68932, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $178.1M (2026-03-05)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 133
- CRD
- 130070
- Ownership
- SULLIVAN, ROBERT, JUDE; Sullivan, Christopher
How much AUM does Investment Insight Wealth Management, LLC have?
Investment Insight Wealth Management, LLC reported $178.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Investment Insight Wealth Management, LLC?
Disclosed owners and executives of Investment Insight Wealth Management, LLC include SULLIVAN, ROBERT, JUDE, Sullivan, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.