Insight Strategic Wealth LLC
Insight Strategic Wealth LLC is an SEC-registered wealth manager in Knoxville, TN with $401.0M assets under management (AUM, regulatory AUM), +56% over one year. See who owns Insight Strategic Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147290, SEC 801-113370, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $401.0M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Knoxville, TN
- Employees
- 7
- Clients
- 263
- CRD
- 147290
- Ownership
- TAYLOR, PATRICIA, CONRY; CONRY, JAIME, ALISON
How much AUM does Insight Strategic Wealth LLC have?
Insight Strategic Wealth LLC reported $401.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Insight Strategic Wealth LLC?
Disclosed owners and executives of Insight Strategic Wealth LLC include TAYLOR, PATRICIA, CONRY, CONRY, JAIME, ALISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.