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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Insight Wealth Partners have?","answer":"Insight Wealth Partners has 16 investment adviser representatives registered with state securities authorities, out of 16 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Insight Wealth Partners invest in?","answer":"At the end of its last fiscal year, Insight Wealth Partners’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 26% investment grade corporate bonds, 9% derivatives, 6% cash and equivalents, 4% exchange-traded equities, 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Insight Wealth Partners?","answer":"Insight Wealth Partners’ direct owners are Travis Carter, David Dryden, Wayne Smith, Michael Lowe and Ryan Ferguson, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Insight Wealth Partners get paid?","answer":"Insight Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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