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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

INSIGHT WEALTH STRATEGIES, LP

CRD 151437

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fb623f8-7f81-4dd8-2c0b-cb3c3f416552

Data as of Mar 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jan 7, 2016 to Mar 4, 2025
9 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $109MItem 5.F on the latest filing (2025-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109M
Private client RAUM: $88.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 235
Individual clients: 13
High net worth clients: 40
Custody, client assets: $23.9M
SEC number: 801-124825
CRD: 151437
Filings on the tape: 9
First filed: Jan 7, 2016
Latest filed: Mar 4, 2025
Organised: Limited Partnership, CA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
INSIGHT ADVISORS, INC.	GENERAL PARTNER	Na	yes	08/2009	Mar 30, 2022	Mar 1, 2024
MCCORMICK, DONALD, DEAN	President	E	yes	11/1994	Jan 7, 2016	Mar 1, 2024
MCCORMICK, DONALD, DEAN	PRINCIPAL & CHIEF COMPLIANCE OFFICER	Na	yes	08/2009	Jan 7, 2016	Mar 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
D. DEAN MCCORMICK	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Mar 4, 2025	$109M	$109M	2	2	n/a	n/a
2023	Mar 1, 2024	$106M	$106M	2	2	n/a	n/a
2022	Mar 10, 2023	$97.2M	$97.2M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$109M	$106M	3.3%	n/a	n/a	2	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHOREO, LLC	2	Mar 5, 2026	Mar 6, 2026	IRVINE, CA	Team lift out	RIA to RIA	100.0%

Relationships

Moved with (1)

→ CHOREO, LLCRegistered adviser2 advisors, team lift out, same day
Mar 5, 2026 to Mar 6, 2026factForm ADV

Registered with (2)

← DONALD DEAN MCCORMICKAdvisorregistration: previous registration
Jan 19, 2016 to Mar 5, 2026factForm ADV
← ANTHONY Robert LUPPIAdvisorregistration: previous registration
Apr 4, 2023 to Mar 5, 2026factForm ADV

Controls (2)

← MCCORMICK, DONALD, DEANOwnerPRESIDENT, ownership code E, individual
Jan 7, 2016 to Mar 1, 2024factForm ADV
← INSIGHT ADVISORS, INC.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 30, 2022 to Mar 1, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 5, 2026
Team lift-out
2 advisors left Insight Wealth Strategies, LP (Irvine, CA) for Choreo, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 5, 2026
Advisor changed firm
Anthony Robert Luppi left Insight Wealth Strategies, Lp for Choreo, Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 5, 2026
Advisor changed firm
Donald Dean Mccormick left Insight Wealth Strategies, Lp for Choreo, Llc (registered 2026-03-06)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2016
First Form ADV filing
Insight Wealth Strategies, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Insight Wealth Strategies, Lp no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $109.2M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fb623f8-7f81-4dd8-2c0b-cb3c3f416552
First observed: Jan 7, 2016
Last observed: Mar 4, 2025 18 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.

INSIGHT WEALTH STRATEGIES, LP

CRD 151437

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fb623f8-7f81-4dd8-2c0b-cb3c3f416552

Data as of Mar 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INSIGHT ADVISORS, INC.

GENERAL PARTNER

yes

08/2009

Mar 30, 2022

Mar 1, 2024

MCCORMICK, DONALD, DEAN

President

yes

11/1994

Jan 7, 2016

Mar 1, 2024

MCCORMICK, DONALD, DEAN

PRINCIPAL & CHIEF COMPLIANCE OFFICER

yes

08/2009

Jan 7, 2016

Mar 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

D. DEAN MCCORMICK

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 4, 2025

$109M

n/a

2023

Mar 1, 2024

$106M

n/a

2022

Mar 10, 2023

$97.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$109M

$106M

3.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHOREO, LLC

Mar 5, 2026

Mar 6, 2026

IRVINE, CA

Team lift out

RIA to RIA

100.0%