# INSIGHT STRATEGIC WEALTH LLC

INSIGHT STRATEGIC WEALTH LLC of KNOXVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 147290
- Type: SEC-registered investment adviser
- SEC file number: 801-113370
- Location: 10107 SHERRILL BLVD, KNOXVILLE, TN, 37932
- Phone: 866-467-9756
- Latest filing: 2026-08-06
- Regulatory AUM: $401.0M
- Discretionary AUM: $399.7M
- Non-discretionary AUM: $1.3M
- Clients: 7
- Accounts: 722

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Patricia Conry Taylor | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Jaime Alison Conry | MEMBER | — |
| TAYLOR PATRICIA CONRY | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| CONRY JAIME ALISON | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147290/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147290/similar
- Related entities: https://search.stillhousedata.com/firm/147290/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147290

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.