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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2010
- Office Locations
- 2
Office Locations
About Insight Wealth Partners
Insight Wealth Partners (Plano, TX) provides tailored financial planning and wealth management, using a disciplined discovery-to-review process and customized investment management. The team emphasizes unbiased advice and a collaborative approach, supported by modern portfolio tools, web-based planning software, and multi-custodian capabilities (e.g., Schwab, Fidelity). Portfolios commonly blend ETFs, public funds, and investment-grade fixed income for goal-focused risk management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TRAVIS DAVID CARTER
Managing Member, Private Wealth Advisor
- CRD
- #2458376
- Ownership
- 10% but less than 25%
DAVID SCOTT DRYDEN
Financial Advisor, General Partner, Managing Member
- CRD
- #2208528
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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KEVIN GERARD BROWN
Financial Advisor
- CRD
- #3084314
DAVID TUNG CHIN
Financial Advisor
- CRD
- #2097827
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,122,447,218 | $350,218 |
| Non-Discretionary | $1,768,948 | $442,237 |
| Total | $1,124,216,166 | $350,332 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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