SourcingSourcing

INSIGHT STRATEGIC WEALTH LLC

C28
CRD 147290·SEC 801-113370·KNOXVILLE, TN
AUM
$401.0M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INSIGHT STRATEGIC WEALTH LLC
CRD
147290
SEC file #
801-113370
EIN
—
DBA names
—

Economics

AUM
$401.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$127.6M → $401.0M▲ +214%
Client mix
Individuals High Net Worth137
Individuals Other125
Charitable Organizations1

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
2 advisors → 7 advisors▲ +250%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
insightstrategicwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAYLOR, PATRICIA, CONRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TAYLOR, PATRICIA, CONRY
CONRY, JAIME, ALISON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INSIGHTSTRATEGICWEALTH.COM
Rdap Domain Creation Date
2020-11-20T20:48:01Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-20T20:48:01Z
Rdap Domain Last Changed
2025-10-27T20:19:59Z
Rdap Nameservers
Pdns13.domaincontrol.comPdns14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5544427
Trust Company Affiliate
No

People (7)

7
TAYLOR, PATRICIA, CONRY
IAR · Direct Owner · 87.5%
5544427
CONRY, JAIME, ALISON
IAR · Direct Owner · 17.5%
6420138
Mahogany Paulino Jenkins
IAR
8048785
JEFFERSON SCOTT FULLER
IAR
7614411
STEPHEN PATTERSON HIGH
IAR
1266152
Deana Hyde
IAR
4667998
Henri F Pfaff
IAR
7583627