DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
I•••••• W••••• P•••••••
Legal name I•••••• W••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2011 · 41 filings
SEC status approved since Jun 4, 2010
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$70.3M
derived; firm RAUM over IAPD count
Employees
16
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Mar 8, 2012$190M then
HNW client RAUM$814M as of Mar 31, 2026
Feb 8, 2018$289M then
State-registered IARs (5.B.3)16 as of Mar 31, 2026
Mar 8, 20120 then
Employees (5.A)16 as of Mar 31, 2026
Jan 16, 201310 then
Private funds: no history
RAUM +16% over the last fiscal year+18% a year over threeIARs 14 to 16
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $70.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $350,332derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 16.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $907M, 921 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$814M72%
- Individuals$307M27%
- Charitable organizations$1.6M0.1%
- Corporations and businesses$1.2M0.1%
- Individual clients
- 639reported
- HNW clients
- 320reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3,209reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $907M for 921 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T••••• D•••• C•••••Certified Financial Planner | Plano, Tx | Jun 8, 2010 | 32 y | 1 |
| D•••• S•••• D•••••Certified Financial Planner, Chartered Financial Consultant | Plano, Tx | Jun 8, 2010 | 34 y | 1 |
| W•••• ••••• S••••Certified Financial Planner | Plano, Tx | Jun 14, 2010 | 32 y | 1 |
| D•••• T••• C••• | Plano, Tx | Jul 14, 2010 | 35 y | 1 |
| M•••••• C••• L••• | Plano, Tx | Nov 4, 2010 | 27 y | 2 |
| R••• C••••••••• F•••••••Certified Financial Planner | Plano, Tx | Nov 5, 2010 | 16 y | 1 |
| K•••• G••••• B•••• | Plano, Tx | Feb 15, 2018 | 28 y | 1 |
| J••••• D•••• H•••••••Certified Financial Planner | Plano, Tx | Oct 17, 2018 | 14 y | 1 |
| J••• C•••••••• W•••••••• | Plano, Tx | Dec 23, 2019 | 12 y | 0 |
| R••• A••• P•••••Certified Financial Planner | Plano, Tx | Dec 17, 2020 | 12 y | 0 |
| M••• S••••• S••••••Certified Financial Planner | Plano, Tx | Nov 8, 2021 | 29 y | 1 |
| B••••• C••••••••• T••••• | Plano, Tx | Jun 17, 2022 | 15 y | 0 |
| D•••• B••••• D•••••Certified Financial Planner | Plano, Tx | Sep 28, 2022 | 9 y | 0 |
| G•••• R•••••• W••••• | Plano, Tx | Mar 22, 2024 | 12 y | 0 |
| S•••••• L•• C•••• | Plano, Tx | Jul 9, 2024 | 10 y | 0 |
| L•••• K•••••••• R•••••••Certified Financial Planner | Plano, Tx | Jun 16, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M••• S••••• S•••••• from A••••••••• F•••••••• S•••••••• L••Nov 8, 2021 · Affiliated broker-dealer or bank to independent RIA
- J••••• D•••• H••••••• from N••••••••• M••••• I••••••••• S•••••••••Oct 17, 2018 · Other
- K•••• G••••• B•••• from A••••••••• F•••••••• S•••••••• L••Feb 15, 2018 · Affiliated broker-dealer or bank to independent RIA
- R••• C••••••••• F••••••• from B••••• I••••••••• A••••••• L••Nov 5, 2010 · Other
- M•••••• C••• L••• from B••••• I••••••••• A••••••• L••Nov 4, 2010 · Other
- D•••• T••• C••• from A••••••••• F•••••••• S•••••••• L••Jul 14, 2010 · Other
- W•••• ••••• S•••• from A••••••••• F•••••••• S•••••••• L••Jun 14, 2010 · Other
- D•••• S•••• D••••• from A••••••••• F•••••••• S•••••••• L••Jun 8, 2010 · Other
- T••••• D•••• C••••• from A••••••••• F•••••••• S•••••••• L••Jun 8, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• T•••••• D•••• · Managing Membercontrolsince 05/2010 · owns 10% to 25%
- D•••••• D••••• S•••• · Managing Membercontrolsince 05/2010 · owns 10% to 25%
- F•••••••• R•••• C••••••••• · Managing Membercontrolsince 01/2012 · owns 10% to 25%
- L•••• M••••••• C••• · Managing Membercontrolsince 01/2011 · owns 10% to 25%
- S••••• W••••• ••••• · Managing Member & Chief Compliance Officercontrolsince 05/2010 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Plano, Tx · principal | 16 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3,062 to 3,209Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 15 to 16Mar 28, 2025 to Mar 31, 2026
- HNW clients · 315 to 320Mar 28, 2025 to Mar 31, 2026
- Individual clients · 590 to 639Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $773M to $907MMar 28, 2025 to Mar 31, 2026
- Employees · 15 to 16Mar 28, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to 11-25Mar 28, 2025 to Mar 31, 2026
- State-registered IARs · 14 to 16Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $969M to $1.1BMar 28, 2025 to Mar 31, 2026
- HNW RAUM · $725M to $814MMar 28, 2025 to Mar 31, 2026
- Individual RAUM · $244M to $307MMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.6M to $1.8MMar 28, 2025 to Mar 31, 2026
- RAUM · $970M to $1.1BMar 28, 2025 to Mar 31, 2026
- Accounts · 2,901 to 3,062Mar 6, 2024 to Mar 28, 2025
- Advisory employees · 14 to 15Mar 6, 2024 to Mar 28, 2025
- HNW clients · 295 to 315Mar 6, 2024 to Mar 28, 2025
- Individual clients · 571 to 590Mar 6, 2024 to Mar 28, 2025
- Assets in custody · $875M to $773MMar 6, 2024 to Mar 28, 2025
- Employees · 14 to 15Mar 6, 2024 to Mar 28, 2025
- Financial planning clients · 26-50 to 26-50Mar 6, 2024 to Mar 28, 2025
- State-registered IARs · 13 to 14Mar 6, 2024 to Mar 28, 2025
- Discretionary RAUM · $788M to $969MMar 6, 2024 to Mar 28, 2025
- HNW RAUM · $601M to $725MMar 6, 2024 to Mar 28, 2025
- Individual RAUM · $188M to $244MMar 6, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.6M to $1.6MMar 6, 2024 to Mar 28, 2025
- RAUM · $790M to $970MMar 6, 2024 to Mar 28, 2025
- Accounts · 2,732 to 2,901Jul 11, 2023 to Mar 6, 2024
- Advisory employees · 13 to 14Jul 11, 2023 to Mar 6, 2024
- HNW clients · 282 to 295Jul 11, 2023 to Mar 6, 2024
- Individual clients · 543 to 571Jul 11, 2023 to Mar 6, 2024
- Assets in custody · $581M to $875MJul 11, 2023 to Mar 6, 2024
- Employees · 13 to 14Jul 11, 2023 to Mar 6, 2024
- Financial planning clients · 11-25 to 26-50Jul 11, 2023 to Mar 6, 2024
- Discretionary RAUM · $687M to $788MJul 11, 2023 to Mar 6, 2024
- HNW RAUM · $530M to $601MJul 11, 2023 to Mar 6, 2024
- Individual RAUM · $157M to $188MJul 11, 2023 to Mar 6, 2024
- Non-discretionary RAUM · $1.6M to $1.6MJul 11, 2023 to Mar 6, 2024
- RAUM · $688M to $790MJul 11, 2023 to Mar 6, 2024
- Accounts · 2,477 to 2,732Feb 17, 2022 to Feb 2, 2023
- Advisory employees · 11 to 13Feb 17, 2022 to Feb 2, 2023
Signals
3 dated events
- I•••••• W••••• P••••••• reported RAUM $758.2M, up 33% from $569.5M (2021-02-25 to 2022-02-17)Feb 17, 2022 · RAUM change · derived
- I•••••• W••••• P••••••• reported RAUM $569.5M, up 31% from $435.6M (2020-05-22 to 2021-02-25)Feb 25, 2021 · RAUM change · derived
- I•••••• W••••• P••••••• reported RAUM $435.6M, up 31% from $331.8M (2019-03-22 to 2020-03-18)Mar 18, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/insight-wealth-partners-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- marketstegman.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 972-543-4800reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026