# Investment Insight Wealth Management, LLC

> Investment Insight Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 130070
- Filed as: INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130070
- AdvisorCensus page: https://advisorcensus.com/firm/investment-insight-wealth-management-llc-130070

## Quick answers

**How is Investment Insight Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Insight Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Investment Insight Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $350 an hour (Comprehensive Financial Planning service); Flat fee: $299 (401(k) account reviews). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Investment Insight Wealth Management, LLC registered with the SEC or a state?**
Investment Insight Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 130070.

**How much does Investment Insight Wealth Management, LLC manage?**
Investment Insight Wealth Management, LLC reports $178,140,454 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (89% discretionary).

**How have Investment Insight Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Investment Insight Wealth Management, LLC: Regulatory assets under management: $94,136,000 in the October 2021 data and $178,140,454 in the October 2026 data, up 89%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investment Insight Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (32).

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

**Does Investment Insight Wealth Management, LLC 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/130070

**What changed in Investment Insight Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $146,484,751 to $178,140,454 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Hourly rate: $350 an hour (Comprehensive Financial Planning service)

> We charge a maximum flat fee based on 1.5% of annual household income or an hourly fee of up to $350 for our Comprehensive Financial Planning service.

- Flat fee: $299 (401(k) account reviews)

> 401(k) account reviews are charged a flat fee of $299.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $178,140,454
- Discretionary: $158,501,778
- Non-discretionary: $19,638,676

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $30,468,482 |
| High net worth individuals | 32 | $123,642,915 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $24,029,057 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [myinvestmentinsight.com](https://myinvestmentinsight.com)
- Facebook @INVESTMENT-INSIGHT-WEALTH-MANAGEMENT-LLC-149030495187012
- Instagram @myinvestmentinsight
- LinkedIn @investment-insight-wealth-management-llc-1
- X @iiwealthmgmt
- YouTube @investmentinsightwealthman4147

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $94,136,000 | 1 | March 29, 2021 |
| October 2022 | $107,952,613 | 1 | March 25, 2022 |
| October 2023 | $80,948,978 | 2 | March 27, 2023 |
| October 2024 | $119,673,055 | 3 | March 29, 2024 |
| October 2025 | $146,484,751 | 3 | February 24, 2025 |
| October 2026 | $178,140,454 | 3 | September 2, 2026 |

Regulatory assets under management: $94,136,000 in the October 2021 data and $178,140,454 in the October 2026 data, up 89%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $146,484,751 to $178,140,454 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Insight Wealth Management, LLC (CRD 130070): Form ADV filing data as of October 2026.