← Directory
INSIGHTS INVESTMENTS
Legal name: INSIGHTS INVESTMENTS LLC
CRD 309727File 801-119340
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$45.8M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $45.8M
Clients
33,896
33,896 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 25, 2020
- Principal office
- 3101 PARK BLVD, PALO ALTO, CA, 94306
- Phone
- 6504850277
- Website
- https://www.insightswm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $45.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $45.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 33,896
- Total accounts
- 33,896
- AUM per client
- $1K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.8M |
| Other investment advisers | Fewer than 5 | $7.2M |
| Individuals (other than high net worth individuals) | 33,896 | $31.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 25,734 | 33,896 | increased by8,162 |
| Apr 1, 2026 | AUM | $22,868,642 | $45,754,019 | increased by$22,885,377 |
| Apr 1, 2026 | Accounts | 25,734 | 33,896 | increased by8,162 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 149 | 25,734 | increased by25,585 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,716,801 | $22,868,642 | increased by$16,151,841 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 149 | 25,734 | increased by25,585 |
| Apr 1, 2022 | Clients | 79 | 149 | increased by70 |
| Apr 1, 2022 | AUM | $6,028,784 | $6,716,801 | increased by$688,017 |
| Apr 1, 2022 | Accounts | 79 | 149 | increased by70 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INSIGHTS INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSIGHTS INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.