INSIGHT STRATEGIC WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $401.0M |
| Discretionary | $399.7M100% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 722 |
| Avg Account Size | $555K |
| Employees | 7 |
| Peak AUM | $401.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $401M | +56.1% | +30.7% | +18.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $401.0M |
| Discretionary | $399.7M |
| Employees | 7 |
| Client Accounts | 722 |
| Client Range | 101-250 |
Contact & Location
Address
10107 SHERRILL BLVD
KNOXVILLE TN 37932
Phone
866-467-9756
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$400M
99.7% of AUM
Non-Discretionary
$1M
0.3% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported