INSIGHT STRATEGIC WEALTH LLC
SEC RegisteredLet's Go Beyond the Numbers
About the firm
Insight Strategic Wealth is a fee-only Registered Investment Advisory firm serving clients in a fiduciary capacity. The firm provides investment management and strategic wealth planning, striving to be each client's trusted advisor through unbiased opinions designed to achieve long-term investment results. They help clients through personal and financial transitions with structured planning, informed guidance, and personalized care.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness insurance, health insurance and group health benefits, as well as 3(38) retirement plan services for businesses and financial life planning.
Who they serve
Individuals and families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 125 | $50M |
| High Net Worth Individuals | 137 | $350M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1,000,000 | 0.90% |
| On the next $4,000,000 | 0.60% |
| On the next $5,000,000 | 0.33% |
| On all amounts above $10,000,000 | 0.20% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INSIGHT STRATEGIC WEALTH LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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