InnoSight Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and ongoing financial planning primarily for individual and high-net-worth clients. Services include customized portfolio construction, retirement-account advice, and periodic planning and consulting across areas such as tax, estate, and insurance planning.
The adviser operates as a fiduciary and generally pursues a long-term, fundamental-analysis approach, typically implementing portfolios with ETFs and diversified mutual funds while retaining flexibility to use individual equities, bonds, REITs, and alternative holdings. The firm conducts continuous monitoring, regular account reviews, and may place portions of client assets with unaffiliated independent managers while retaining oversight.
Notably, the firm is newly formed and maintains an affiliated insurance agency through which the principal sells commission-based insurance products; the brochure discloses this conflict and describes a structured due-diligence process to evaluate insurance recommendations. The principal also provides executive coaching and allocates a material portion of time to insurance activities and a smaller portion to coaching, which distinguishes the firm from many peers that operate solely as investment-only practices.
Client services
Expertise
Fee options
Financial planning fixed engagement fees range from $3,000 to $15,000 per engagement.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
Account minimum: $500,000 (may be waived or reduced at Advisor's discretion) Fee-only: Wealth management fees charged based on assets under management; no commissions from securities sales.
Main office
400 South 4th Street, Suite 500
Las Vegas NV 89101
Advisors at this office
1
Most active in
Nevada · Texas
Also doing business as
Innosight Wealth Management · Innosight Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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