I
Insight Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Insight Wealth Management LLC is a single‑member, state‑registered investment adviser that provides financial planning and investment advisory services primarily to individual investors and small businesses. The firm offers comprehensive financial planning as a stand‑alone service or alongside investment management and gathers client information through interviews, questionnaires, and documentation.
The brochure describes a multi‑disciplinary investment approach that uses fundamental, technical, quantitative, and macroeconomic analysis, and lists strategies such as long‑term buy‑and‑hold, strategic asset allocation, tactical adjustments, and use of ETFs and individual securities. The firm’s materials also contain inconsistent statements about trade authority—while one section discusses discretionary portfolio management, another states that client approval is required for all trades.
Compared with many peers, the firm discloses a range of fee arrangements beyond the typical asset‑based model, including hourly and fixed/retainer options for financial planning, which is less common in this segment. The filing is an initial brochure for a newly formed, sole‑owner adviser that does not charge performance‑based fees and reports no other industry affiliations or referral arrangements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
General estate planning guidance
Fee options
1.00% annually
$300 to $500 per hour
Main office location
Insight Wealth Management LLC
7860 Peters Rd F 109
Plantation FL 33324, United States
Number of offices
1
Most active in
Insight Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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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