| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaime Alison Conry | Member | 10-25% | 2015 |
| Patricia Conry Taylor Control | Managing Member / Chief Compliance Officer | Over 75% | 2010 |
Insight Strategic Wealth LLC reports $256.9 million in regulatory assets under management on its Form ADV.
Insight Strategic Wealth LLC reports 3 employees.
Insight Strategic Wealth LLC is based in Knoxville, TN and has been SEC-registered since 2018.
Insight Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10107 Sherrill Blvd, Knoxville, TN 37932 |
| Phone | 866-467-9756 |
| Fax | 865-777-2326 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $254.9M |
| Non-discretionary | $2M |
| Total (RAUM) | $256.9M |