Insight Strategic Wealth LLC

CRD 147290 · Knoxville, TN · $401.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 147290
SEC number: 801-113370
Firm type: RIA
Assets under management: $401.0M as of Mar 13, 2026
Website: www.insightstrategicwealth.com ↗
Phone: 866-467-9756
Address: 10107 Sherrill Blvd, Knoxville, TN, 37932

Advisors at this firm

5 in our index · page 1 of 1

Jaime Alison ConryCRD 6420138 · Knoxville, TN

IA Registered
Stephen Patterson HighCRD 1266152 · Brentwood, TN

IA Registered
Deana HydeCRD 4667998 · Brentwood, TN

IA RegisteredRegistration inactive
Mahogany Paulino JenkinsCRD 8048785 · Knoxville, TN

IA Registered
Patricia Conry TaylorCRD 5544427 · Knoxville, TN

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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