This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.7 fund_share=0.16 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$45.8MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$31.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

70%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

33,896

Individual clients

33,896

SEC number

801-119340

CRD

309727

Filings on the tape

8

First filed

Jul 24, 2020

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jul 24, 2020
  First Form ADV filing

  Insights Investments filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f4eb02d-1fcf-1298-5f1b-bbb3f9cb07cc

First observed

Jul 24, 2020

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.