Managing Member & Chief Compliance Officer · Insight Wealth Partners
Wayne (. Smith
CRD 2504244 · 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 Wayne (. Smith on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Insight Wealth PartnersManaging Member & Chief Compliance OfficerWealth manager · Plano, TX · $1.1B in regulatory assets
AtlasMembers
Wayne’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Wayne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Travis D. CarterManaging Member, Insight Wealth Partners
- David S. DrydenManaging Member, Insight Wealth Partners
- Michael C. LoweManaging Member, Insight Wealth Partners
- Ryan C. FergusonManaging Member, Insight Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wayne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.