# Insight Advisors NW, LLC

> Insight Advisors NW, LLC is a state-registered investment advisory firm in Beaverton, OR, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 165731
- Filed as: INSIGHT ADVISORS NW, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165731
- AdvisorCensus page: https://advisorcensus.com/firm/insight-advisors-nw-llc-beaverton-or-165731

## Quick answers

**How is Insight Advisors NW, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Advisors NW, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Insight Advisors NW, LLC located?**
Insight Advisors NW, LLC's principal office is in Beaverton, OR, according to its Form ADV.

**Is Insight Advisors NW, LLC registered with the SEC or a state?**
Insight Advisors NW, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165731.

**How much does Insight Advisors NW, LLC manage?**
Insight Advisors NW, LLC reports $38,671,836 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Insight Advisors NW, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (21).

**Does Insight Advisors NW, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165731

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $38,671,836
- Discretionary: $38,671,836
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $11,176,056 |
| High net worth individuals | 21 | $27,495,780 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insightadvisorsnw.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Advisors NW, LLC (CRD 165731): Form ADV filing data as of October 2026.
