# Insight Wealth Partners

> Insight Wealth Partners is an SEC-registered investment advisory firm in Plano, TX, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 153635
- Filed as: INSIGHT WEALTH PARTNERS
- Legal name: Insight Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153635
- AdvisorCensus page: https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635

## Quick answers

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

**Where is Insight Wealth Partners located?**
Insight Wealth Partners' principal office is in Plano, TX, according to its Form ADV.

**Is Insight Wealth Partners registered with the SEC or a state?**
Insight Wealth Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153635.

**How much does Insight Wealth Partners manage?**
Insight Wealth Partners reports $1,124,216,166 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Insight Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Insight Wealth Partners: Regulatory assets under management: $569,462,939 in the October 2021 data and $1,124,216,166 in the October 2026 data, up 97%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Insight Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (639); high net worth individuals (320).

**Which custodians does Insight Wealth Partners use?**
Insight Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Insight Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153635

**What changed in Insight Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Regulatory assets under management went from $970,284,631 to $1,124,216,166 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,124,216,166
- Discretionary: $1,122,447,218
- Non-discretionary: $1,768,948

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 639 | $307,205,106 |
| High net worth individuals | 320 | $814,227,637 |
| Charitable organizations | Fewer than 5 | $1,627,160 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,156,263 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, IL, LA, MA, NC, NH, OK, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insightwp.com
- marketstegman.com
- Facebook @CHRISWEATHERLYIWP
- Facebook @INSIGHT-WEALTH-PARTNERS-128743037151598
- Facebook @Ross.Powell.Insightwp
- LinkedIn @JOSHHARGROVEIWP
- LinkedIn @insight-wealth-partners-llc
- LinkedIn @chris-weatherly-mba-ma-a050a178
- LinkedIn @davidtchin
- LinkedIn @insightwealthpartners
- LinkedIn @joshhargrove
- LinkedIn @kevin-brown-6513154
- LinkedIn @rosspowellcpa
- LinkedIn @ryan-ferguson-cfp-cpa-msa-5666316a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $569,462,939 | 10 | February 25, 2021 |
| October 2022 | $758,223,455 | 11 | February 17, 2022 |
| October 2023 | $688,116,833 | 13 | July 11, 2023 |
| October 2024 | $789,957,931 | 14 | March 6, 2024 |
| October 2025 | $970,284,631 | 15 | March 28, 2025 |
| October 2026 | $1,124,216,166 | 16 | March 31, 2026 |

Regulatory assets under management: $569,462,939 in the October 2021 data and $1,124,216,166 in the October 2026 data, up 97%.
Total employees: 10 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 16.
- Regulatory assets under management went from $970,284,631 to $1,124,216,166 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Wealth Partners (CRD 153635): Form ADV filing data as of October 2026.