INSIGHT STRATEGIC WEALTH LLC

10107 Sherrill Blvd
Knoxville, Tennessee 37932
Tel: 865-777-2325

About INSIGHT STRATEGIC WEALTH LLC

INSIGHT STRATEGIC WEALTH LLC, formally registered with the SEC as INSIGHT STRATEGIC WEALTH LLC. The firm was established in 06/01/2018. They have over 1 offices throughout the country.

INSIGHT STRATEGIC WEALTH LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $224,159,462 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147290
SEC#	801-113370
Assets Managed by Firm	$224,159,462
No. of Clients	500
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	500	$224,159,462
Individuals (other than high net worth individuals)	91	$32,907,586
High net worth individuals	95	$191,251,876

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