Wealth manager, independent
Investment Insight Wealth Management, LLC
SEC-registered investment adviser · CRD 130070 · SEC 801-68932
At a glance
Investment Insight Wealth Management, LLC is an SEC-registered investment adviser based in United States, with $178 million in regulatory assets under management as of its Form ADV filed September 2, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 133 individual clients. By Form ADV it is a wealth manager, ranked 6,228th of 8,915 wealth managers and 12,826th of 17,210 SEC-registered advisers by assets.
myinvestmentinsight.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $178M
- Rank among wealth managers
- #6,228 of 8,915
- Rank among all SEC RIAs
- #12,826 of 17,210
- Individual clients
- 133
- High-net-worth clients
- 32
- Accounts
- 354
- Discretionary
- 89% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Robert J. SullivanManaging Member & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 32 | $124M | 69% |
| Individuals | 101 | $30M | 17% |
| Pension and profit sharing plans | – | $24M | 13% |
Disciplinary disclosures
Investment Insight Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗myinvestmentinsight.com ↗
AtlasMembers
The full record on Investment Insight Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,744 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Investment Insight Wealth Management, LLC manage?
Investment Insight Wealth Management, LLC reports $178 million in regulatory assets under management across 354 accounts, 89% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
What kind of firm is Investment Insight Wealth Management, LLC?
Investment Insight Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Investment Insight Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($124 million, 32 clients); individuals ($30 million, 101 clients); pension and profit sharing plans ($24 million).
Does Investment Insight Wealth Management, LLC have any disciplinary history?
Investment Insight Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Investment Insight Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →