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Insight Strategic Wealth LLC

Insight Strategic Wealth LLC. CRD 147290

Insight Strategic Wealth LLC logo

CRD: 147290

Insight Strategic Wealth LLC

Knoxville, TN, 37932
8664679756
www.insightstrategicwealth.com
$401.0M Total AUM
$399.7M Disc. AUM
31.7% 3Y CAGR
7 Employees
263 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Vanguard
Clients
Retail and Institutional
Platforms
Zenith
Established Date
01-04-2011
Office Locations
2

Office Locations

10107 Sherrill Blvd Knoxville TN
109 Westpark Drive Suite 330 Brentwood TN

About Insight Strategic Wealth LLC

Insight Strategic Wealth is a fee-only RIA based in Knoxville, TN, providing fiduciary wealth management and financial life planning for individuals, families, and business owners. The team supports clients through major life and financial transitions with structured goal-based planning and implementation, including 3(38) retirement plan services, delivered through its Five-Touch Financial Care process.

Team overview

68 AVG AGE
$57.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.4 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Oak Atlas

Client Personas

Foundation Crest pioneer

Custodian

Meridian Glacier quantum Fusion Meridian Alpha Wave beacon Vital vector

Investment Themes

Bridge Optima Wave element

Investment Vehicles

Fusion unison

Platform

Oak Crest vector

Services

Capital quantum Timber Ember Legacy focus Frontier Crest Pathway vertex Capital Meridian radial Unison

Technology

Crest

Owner & Executives

PATRICIA CONRY TAYLOR

PATRICIA CONRY TAYLOR

Chief Compliance Officer, CPA, Managing Member

CRD
#5544427
Ownership
75% or more
(526) 524-5487
capital.pathway@capitalcapital.com
in linkedin.com/in/ember-quantum
JAIME ALISON CONRY

JAIME ALISON CONRY

Wealth Advisor

CRD
#6420138
Ownership
10% but less than 25%
(852) 840-8950
vertex.quantum@beaconcapital.com
in linkedin.com/in/zenith-delta

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Contacts

J

JEFFERSON SCOTT FULLER

--

CRD
#7614411
(407) 697-2478
summit.pathway@vitalcapital.com
in linkedin.com/in/fusion-vertex
STEPHEN PATTERSON HIGH

STEPHEN PATTERSON HIGH

--

CRD
#1266152
(645) 645-3361
beacon.fusion@valuecapital.com
in linkedin.com/in/oak-fusion
A

Alpha horizon

Pathway horizon

CRD
#78889
(370) 226-7582
value.glacier@harborcapital.com
in linkedin.com/in/delta-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-29-2022
03-21-2023
04-23-2024
10-27-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $399,669,588 $556,643
Non-Discretionary $1,293,371 $323,343
Total $400,962,959 $555,350

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Separately Managed Accounts

Total SMA Asset: $400,962,959

$401.0M Total SMA
Public Funds:
25.9%
Cash:
20.6%
Municipal Bonds:
20.9%
U.S. Government/Agency:
8.1%
Equity - Exchange:
24.5%
Asset class Assets Assets %
Public Funds $2,097,742,676 25.9%
Cash $1,668,474,870 20.6%
Municipal Bonds $1,692,773,047 20.9%
U.S. Government/Agency $656,050,798 8.1%
Equity - Exchange $1,984,351,180 24.5%
Total $8,099,392,571 100.0%

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