| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Dryden Control | Managing Member | 10-25% | 2010 |
| Michael Chad Lowe Control | Managing Member | 10-25% | 2011 |
| Ryan Christopher Ferguson Control | Managing Member | 10-25% | 2012 |
Insight Wealth Partners, LLC reports $970.3 million in regulatory assets under management on its Form ADV.
Insight Wealth Partners, LLC reports 15 employees.
Insight Wealth Partners, LLC is based in Plano, TX and has been SEC-registered since 2010.
Insight Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3333 Premier Drive, Suite 800, Plano, TX 75023 |
| Phone | 972-543-4800 |
| Fax | 972-543-4801 |
| Office hours | 8:30-5p.m./8:30-2p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1627003 |
| Discloses disciplinary history | No |
| Discretionary | $968.6M |
| Non-discretionary | $1.6M |
| Total (RAUM) | $970.3M |