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INSIGHT WEALTH PARTNERS, LLC, CRD 153635
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID SCOTT DRYDEN | Certified Financial Planner|Chartered Financial Consultant | PLANO, TX | 16 | 34 | 1 | no |
| TRAVIS DAVID CARTER | Certified Financial Planner | PLANO, TX | 16 | 32 | 1 | no |
| WAYNE (NONE) SMITH | Certified Financial Planner | PLANO, TX | 16 | 32 | 1 | no |
| DAVID TUNG CHIN | n/a | PLANO, TX | 16 | 35 | 1 | no |
| MICHAEL CHAD LOWE | n/a | PLANO, TX | 15 | 27 | 2 | no |
| RYAN CHRISTOPHER FERGUSON | Certified Financial Planner | PLANO, TX | 15 | 16 | 1 | no |
| KEVIN GERARD BROWN | n/a | Plano, TX | 8 | 28 | 1 | no |
| JOSHUA DAVID HARGROVE | Certified Financial Planner | PLANO, TX | 7 | 14 | 1 | no |
| John Christian Weatherly | n/a | PLANO, TX | 6 | 12 | n/a | no |
| Ross Adam Powell | Certified Financial Planner | PLANO, TX | 5 | 12 | n/a | no |
| MARK STEVEN STEGMAN | Certified Financial Planner | PLANO, TX | 4 | 29 | 1 | no |
| Benino Christopher Torrez | n/a | PLANO, TX | 4 | 15 | n/a | no |
| David Bailey Dryden | Certified Financial Planner | PLANO, TX | 3 | 9 | n/a | no |
| GRANT RAYMOND WINGER | n/a | PLANO, TX | 2 | 12 | n/a | no |
| STEPHEN LEE CRAMM | n/a | PLANO, TX | 2 | 10 | n/a | no |
| Laura Katherine Ragsdale | Certified Financial Planner | PLANO, TX | 1 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CARTER, TRAVIS, DAVID | MANAGING MEMBER | B | yes | 05/2010 | Mar 31, 2026 | Mar 31, 2026 |
| DRYDEN, DAVID, SCOTT | MANAGING MEMBER | B | yes | 05/2010 | Mar 31, 2026 | Mar 31, 2026 |
| FERGUSON, RYAN, CHRISTOPHER | MANAGING MEMBER | B | yes | 01/2012 | Mar 31, 2026 | Mar 31, 2026 |
| LOWE, MICHAEL, CHAD | MANAGING MEMBER | B | yes | 01/2011 | Mar 31, 2026 | Mar 31, 2026 |
| SMITH, WAYNE, (NONE) | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | yes | 05/2010 | Mar 31, 2026 | Mar 31, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.1B | $1.1B | 16 | 16 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $970M | $969M | 15 | 15 | 0 | n/a | n/a |
| 2023 | Mar 6, 2024 | $790M | $788M | 14 | 14 | 0 | n/a | n/a |
| 2022 | Feb 2, 2023 | $688M | $687M | 13 | 13 | 0 | n/a | n/a |
| 2021 | Feb 17, 2022 | $758M | $756M | 11 | 11 | 0 | n/a | n/a |
| 2020 | Feb 25, 2021 | $569M | $569M | 10 | 10 | 0 | n/a | n/a |
| 2019 | Mar 18, 2020 | $436M | $435M | 9 | 9 | 0 | n/a | n/a |
| 2018 | Mar 22, 2019 | $332M | $331M | 9 | 9 | 0 | n/a | n/a |
| 2017 | Feb 8, 2018 | $437M | $343M | 11 | 7 | 0 | n/a | n/a |
| 2016 | Mar 8, 2017 | $365M | $364M | 11 | 7 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $332M | $331M | 12 | 7 | n/a | n/a | n/a |
| 2014 | Feb 10, 2015 | $299M | $298M | 12 | 6 | n/a | n/a | n/a |
| 2013 | Jan 31, 2014 | $264M | $264M | 10 | 6 | n/a | n/a | n/a |
| 2012 | Jan 16, 2013 | $221M | $221M | 10 | 6 | n/a | n/a | n/a |
| 2011 | Mar 8, 2012 | $190M | $189M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $970M | 15.9% | $688M | 17.8% | 16 | 15 | 0 | 0 |