CRD: 286497
Insight Investment Advisers LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2017
- Office Locations
- 2
Office Locations
About Insight Investment Advisers LLC
Insight Investment Advisers helps investment property owners (including landlords, farmers, and business owners) plan exits using 1031 exchanges and Delaware Statutory Trusts to defer taxes and shift to passive real estate. The firm also provides broader financial planning and investing, including portfolio risk assessments, with Charles Schwab as a listed custodian. It runs the Retiring Real Estate Investor Podcast featuring sponsors, CPAs, and attorneys.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 145 clients, or 48.3 clients per representative. That equates to $494.7K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Insight Investment Advisers LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA BRYAN WRIGHT
Advisor, Chief Compliance Officer, Manager
- CRD
- #4664392
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brandon John Bruckman
INVESTMENT ADVISER / ADVISORY BOARD
- CRD
- #6922759
Julia Gigliotti Fritzlen
INVESTMENT ADVISER
- CRD
- #7727301
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,736,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,736,603 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Insight Investment Advisers LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.