# INSIGHT WEALTH STRATEGIES, LP

INSIGHT WEALTH STRATEGIES, LP of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151437
- Type: SEC-registered investment adviser
- SEC file number: 801-124825
- Location: 100 PACIFICA, SUITE 360, IRVINE, CA, 92618
- Phone: 949-453-9331
- Latest filing: 2025-03-04
- Regulatory AUM: $109.2M
- Discretionary AUM: $109.2M
- Clients: 2
- Accounts: 235

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Donald Dean Mccormick | PRESIDENT; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| MCCORMICK DONALD DEAN | PRESIDENT; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151437/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151437/similar
- Related entities: https://search.stillhousedata.com/firm/151437/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151437

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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.