Insight Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Insight Strategic Wealth reports 263 clients. They include 137 high-net-worth individuals, 125 individual clients and 1 charitable organization. Of its assets, 99.7% ($400M across 718 accounts) are managed with discretion; $1.29M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 12% |
| High-net-worth individuals | 52% | 87% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $50.1M | 12.5% | $401K |
| High-net-worth individuals | 137 | $350M | 87.2% | $2.55M |
| Charitable organizations | Fewer than 5 | $1.28M | 0.3% | $1.28M |
| Total | 263 | $401M | 100% | — |
- Clients
- 125
- Regulatory AUM
- $50.1M
- AUM share
- 12.5%
- Avg. per client
- $401K
- Clients
- 137
- Regulatory AUM
- $350M
- AUM share
- 87.2%
- Avg. per client
- $2.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.28M
- AUM share
- 0.3%
- Avg. per client
- $1.28M
Total
- Clients
- 263
- Regulatory AUM
- $401M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Insight Strategic Wealth charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $4,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Financial planning is charged at $275 an hour, billed to the client after services are rendered.
Patricia Taylor owns 75% or more of Insight Strategic Wealth. The leadership team of Insight Strategic Wealth includes Chief Compliance Officer Patricia Taylor. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Insight Strategic Wealth LLC
Patricia Taylor
Control person · since January 2010
- Owns 10% to 25% of Insight Strategic Wealth LLC
Jaime Conry
since August 2015
Insight Strategic Wealth’s regulatory assets grew 2.3× from $175M (March 2021) to $401M (August 2026); clients rose from 157 to 263 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $401M | 263 | 7 | 2 |
| Mar 2025March 2025 | $257M | 194 | 3 | 1 |
| Apr 2024April 2024 | $224M | 186 | 3 | 1 |
| Mar 2023March 2023 | $179M | 170 | 3 | 1 |
| Jul 2022July 2022 | $190M | 166 | 3 | 1 |
| Mar 2021March 2021 | $175M | 157 | 3 | 1 |
Besides its headquarters, Insight Strategic Wealth has 1 office, with 2 listed addresses in 1 state.
Tennessee · 2 listed addresses
- 10107 Sherrill BLVD, KnoxvilleHQ
- 109 Westpark Drive, Brentwood
Contact and registration details
- Legal name
- Insight Strategic Wealth LLC
- Headquarters
- 10107 Sherrill BLVD, Knoxville, TN 37932
- Website
- insightstrategicwealth.com
- Phone
- 866-467-9756
- @InsightStrategicWealth
- SEC file
- 801-113370
- Founded
- 2008
- Structure
- Tennessee LLC
- Fiscal year end
- December
Insight Strategic Wealth’s named custodians for separately managed accounts are Charles Schwab ($308M, 77%) and Fidelity ($91.2M, 23%). Insight Strategic Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $308M77%
- FidelityNational Financial Services LLC · Boston, MA · $91.2M23%
At year end, Insight Strategic Wealth’s separately managed accounts were mostly in funds (64%) and cash (24%).
What the accounts hold
- Stocks2%
- Funds64%
- Bonds10%
- U.S. government and agency bonds5%
- State and local bonds5%
- Cash24%
How many clients does Insight Strategic Wealth have?
Insight Strategic Wealth has 263 clients and manages $401 million for them, as of August 2026. They include 137 high-net-worth individuals, 125 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Insight Strategic Wealth offer?
Insight Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Insight Strategic Wealth charge?
Insight Strategic Wealth charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.
Source: INSIGHT STRATEGIC WEALTH, LLC FORM ADV PART 2, filed 6 August 2026
Which custodians does Insight Strategic Wealth use?
Insight Strategic Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $308M and National Financial Services LLC (Boston, MA), with $91.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Insight Strategic Wealth have?
Insight Strategic Wealth has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Insight Strategic Wealth invest in?
At the end of its last fiscal year, Insight Strategic Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 5% U.S. government and agency bonds, 5% state and local bonds and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight Strategic Wealth?
Insight Strategic Wealth’s direct owners are Patricia Taylor (75% or more) and Jaime Conry (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Insight Strategic Wealth get paid?
Insight Strategic Wealth is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Insight Strategic Wealth?
Insight Strategic Wealth’s main office is at 10107 Sherrill BLVD, Knoxville, TN 37932. Its phone number is 866-467-9756. Its website is insightstrategicwealth.com.