INSIGHT WEALTH PARTNERS

Legal name: INSIGHT WEALTH PARTNERS, LLC

CRD 153635File 801-71491

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.12B

Above cohort median (national)

Discretionary AUM

$1.12B

Non-discretionary $1.8M

Clients

959

3,209 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 4, 2010
Principal office: 3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023
Phone: 972-543-4800
Website: HTTP://WWW.INSIGHTWP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.12B
Discretionary AUM: $1.12B
Non-discretionary AUM: $1.8M
Discretionary accounts: 3,205
Non-discretionary accounts: 4
Total accounts: 3,209
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.2M
Charitable organizations	Fewer than 5	$1.6M
High net worth individuals	320	$814.2M
Individuals (other than high net worth individuals)	639	$307.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.