Insight Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

153635

SEC number

801-71491

Firm type

RIA

Assets under management

$1.1B as of Mar 31, 2026

Website

www.insightwp.com ↗

Phone

972-543-4800

Address

3333 Premier Drive, Plano, TX, 75023

Advisors at this firm

16 in our index · page 1 of 1

• Kevin Gerard BrownCRD 3084314 · Plano, TX
  IA RegisteredRegistration inactive
• Travis David CarterCRD 2458376 · Plano, TX
  IA Registered
• David Tung ChinCRD 2097827 · Plano, TX
  IA Registered
• Stephen Lee CrammCRD 6513133 · Plano, TX
  IA Registered
• David Scott DrydenCRD 2208528 · Plano, TX
  IA Registered
• David Bailey DrydenCRD 7602129 · Plano, TX
  IA Registered
• Ryan Christopher FergusonCRD 5819064 · Plano, TX
  IA Registered
• Joshua David HargroveCRD 6121150 · Plano, TX
  IA RegisteredRegistration inactive
• Michael Chad LoweCRD 3122229 · Plano, TX
  IA Registered
  Disclosure event(s) on record
• Ross Adam PowellCRD 7319249 · Plano, TX
  IA Registered
• Laura Katherine RagsdaleCRD 7842164 · Plano, TX
  IA Registered
• Wayne (None) SmithCRD 2504244 · Plano, TX
  IA Registered
  Disclosure event(s) on record
• Mark Steven StegmanCRD 2212129 · Plano, TX
  IA RegisteredRegistration inactive
• Benino Christopher TorrezCRD 7516986 · Plano, TX
  IA Registered
• Grant Raymond WingerCRD 7580319 · Plano, TX
  IA RegisteredRegistration inactive
• John Christian WeatherlyCRD 6728378 · Plano, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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