| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Jude Sullivan Control | Managing Member & Chief Compliance Officer | Over 75% | 2003 |
Investment Insight Wealth Management, LLC reports $146.5 million in regulatory assets under management on its Form ADV.
Investment Insight Wealth Management, LLC reports 3 employees.
Investment Insight Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 516-249-0060 |
| Fax | 516-249-0055 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1737917 |
| Discloses disciplinary history | No |
| Discretionary | $146.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $146.5M |