CRD: 130070
Investment Insight Wealth Management, LLC
$178.1M Total AUM
$178.1M Disc. AUM
31.1% 3Y CAGR
2 Employees
133 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AlphaWave ridge +more
- Established Date
- 11-01-2003
- Office Locations
- 2
Office Locations
-- Brightwaters NY
-- Massapequa NY
About Investment Insight Wealth Management, LLC
Investment Insight Wealth Management is an independent, SEC-registered RIA providing goal-based financial planning and data-driven investment management, plus tax, retirement, estate, insurance, and education planning. The team serves business owners, executives, doctors, retirees, and other high net worth households nationwide, with roots on Long Island, NY. Custodies with Charles Schwab and runs a tech-enabled practice using platforms like Advyzon and YCharts.
Team overview
-- AVG AGE
$89.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Foundation foundation Unison
Client Personas
Signal Vector Vertex Foundation glacier
Custodian
Summit crest Alpha north Pioneer ember Beacon Ridge Bridge radial
Investment Themes
Fusion value Zenith vital Capital peak Quantum
Investment Vehicles
Focus Frontier ember
Platform
Pathway Bridge ridge
Services
Insight Element unison North frontier Glacier Delta Peak Horizon Radial Timber fusion Timber Horizon Matrix alpha Zenith alpha
Technology
Vector horizon Frontier Harbor crest Wave focus Signal Ridge zenith
Owner & Executives
R
ROBERT JUDE SULLIVAN
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(342) 894-3893
timber.vector@catalystcapital.com
in linkedin.com/in/foundation-ember
Showing 1 of 1 owners & executives
Unlock allContacts
V
Vincent D'eletto
--
- CRD
- #7946198
(492) 237-7551
radial.delta@deltacapital.com
in linkedin.com/in/vital-horizon
R
Robert Jude Sullivan
--
- CRD
- #7891062
(659) 961-7884
horizon.atlas@horizoncapital.com
in linkedin.com/in/wave-oak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,140,454 | $503,222 |
| Non-Discretionary | $0 | -- |
| Total | $178,140,454 | $503,222 |
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Separately Managed Accounts
Total SMA Asset: $178,140,454
Equity - Exchange:
29.4% Public Funds:
16.6% U.S. Government/Agency:
16.3% Municipal Bonds:
11.5% Corporate - Investment Grade:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,154,629,808 | 29.4% |
| Public Funds | $651,933,837 | 16.6% |
| U.S. Government/Agency | $640,151,900 | 16.3% |
| Municipal Bonds | $451,640,911 | 11.5% |
| Corporate - Investment Grade | $1,028,955,816 | 26.2% |
| Total | $3,927,312,272 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER FUSION | CREST FOCUS | DKNEDYU32 | EZJC | 5.79% | $6,998,084 |
| CREST CATALYST | MATRIX GLACIER | LVEL22TIM | YBKXS | 8.03% | $45,576,547 |
| LEGACY OAK | FOCUS FUSION | OAAGXM7I5 | PYK | 9.17% | $36,935,279 |
| VERTEX CATALYST | TIMBER LEGACY | EIDEA61ND | PKNDP | 7.58% | $80,842,839 |
| FUSION PIONEER | ZENITH PIONEER | PZEZUQXF8 | YRBPV | 2.20% | $99,814,010 |
| WAVE UNISON | GLACIER ATLAS | JE8P45XI0 | YZXFN | 4.16% | $63,711,840 |
| WAVE PIONEER | MERIDIAN MOMENTUM | XLZLKQBLG | RXGS | 12.00% | $46,315,392 |
| BEACON FOUNDATION CREST | LEGACY DELTA | ZPL43P8QH | XNDJS | 3.40% | $30,676,421 |