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Managing Member · Insight Wealth Partners

Travis D. Carter

CRD 2458376 · Named on Form ADV at one SEC-registered adviser

At a glance

Insight Wealth Partners, an SEC-registered wealth manager based in Plano, TX with $1.1 billion in regulatory assets, lists Travis D. Carter on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Travis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Travis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.