INSIGHT WEALTH PARTNERS, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 153635). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Travis David Carter | MANAGING MEMBER | — |
| David Scott Dryden | MANAGING MEMBER | — |
| Wayne None Smith | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Michael Chad Lowe | MANAGING MEMBER | — |
| Ryan Christopher Ferguson | MANAGING MEMBER | — |
| CARTER DAVID | MANAGING MEMBER | — |
| CARTER TRAVIS DAVIS | MANAGING MEMBER | — |
| DRYDEN DAVID SCOTT | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SMITH WAYNE NONE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MOTLEY JACKIE DAWN | CHIEF COMPLIANCE OFFICER | — |
| LOWE MICHAEL CHAD | MANAGING MEMBER | — |
| FERGUSON RYAN CHRISTOPHER | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Wayne (None) Smith | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |