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INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
CRD 130070 · SEC 801-68932
NY, United States
Phone
516-249-0060
Fax
516-249-0055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.1M
Discretionary AUM
$178.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $30.5M |
| High net worth individuals | 32 | $123.6M |
States served
NY, TX, FL
All web addresses on file
- HTTP://WWW.FACEBOOK.COM/INVESTMENT-INSIGHT-WEALTH-MANAGEMENT-LLC-149030495187012
- https://x.com/iiwealthmgmt
- HTTP://WWW.MYINVESTMENTINSIGHT.COM
- https://www.instagram.com/myinvestmentinsight/
- https://www.linkedin.com/company/investment-insight-wealth-management-llc-1/
- https://www.youtube.com/@investmentinsightwealthman4147
Official SEC filing: View on IAPD