Insight Wealth Partners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 959
- Avg AUM / client
- $1.2M
- Accounts
- 3,209
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 118 positions, $712,992,621)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $466,882,596 | 717,905 | 65.5% | 41.5% |
| 2 | Vanguard Scottsdale Fds | INT-TERM CORP | $22,575,130 | 272,811 | 3.17% | 2.01% |
| 3 | Direxion Shares Etf Trust | DAILY S&P 500 BU | $18,228,109 | 98,589 | 2.56% | 1.62% |
| 4 | Ishares Tr | IBOXX INV CP ETF | $15,226,769 | 139,708 | 2.14% | 1.35% |
| 5 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $13,977,360 | 276,178 | 1.96% | 1.24% |
| 6 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $11,539,091 | 252,939 | 1.62% | 1.03% |
| 7 | Ishares Tr | 7-10 YR TRSY BD | $6,920,467 | 72,511 | 0.97% | 0.62% |
| 8 | Ishares Tr | TIPS BD ETF | $6,691,331 | 60,632 | 0.94% | 0.6% |
| 9 | Invesco Actively Managed Exc | TOTAL RETURN | $6,634,402 | 141,670 | 0.93% | 0.59% |
| 10 | J P Morgan Exchange Traded F | ACTIVE BOND ETF | $6,590,821 | 122,574 | 0.92% | 0.59% |
| 11 | Victory Portfolios Ii | CORE INTERMEDIAT | $6,413,683 | 136,412 | 0.9% | 0.57% |
| 12 | Ishares Tr | IBOXX HI YD ETF | $5,770,605 | 72,531 | 0.81% | 0.51% |
| 13 | Ishares Tr | FALN ANGLS USD | $4,920,168 | 184,138 | 0.69% | 0.44% |
| 14 | Nvidia Corporation | COM | $4,850,653 | 27,813 | 0.68% | 0.43% |
| 15 | Principal Exchange Traded Fd | PRNC INVT GRAD | $4,677,384 | 226,628 | 0.66% | 0.42% |
| 16 | Ishares Gold Tr | ISHARES NEW | $4,650,176 | 52,747 | 0.65% | 0.41% |
| 17 | Ishares Tr | JPMORGAN USD EMG | $4,416,665 | 47,021 | 0.62% | 0.39% |
| 18 | Ishares Tr | NATIONAL MUN ETF | $3,564,411 | 33,579 | 0.5% | 0.32% |
| 19 | Ishares Tr | CMBS ETF | $3,452,689 | 70,853 | 0.48% | 0.31% |
| 20 | Pimco Etf Tr | ACTIVE BD ETF | $3,351,108 | 36,315 | 0.47% | 0.3% |
| 21 | Uscf Etf Tr | MIDSTREAM ENERGY | $3,091,580 | 52,766 | 0.43% | 0.27% |
| 22 | Dbx Etf Tr | XTRACKRS S&P 500 | $3,048,761 | 51,197 | 0.43% | 0.27% |
| 23 | Rbb Fd Inc | US TREASY 2 YR | $2,844,232 | 58,908 | 0.4% | 0.25% |
| 24 | Ishares Tr | ISHARES SEMICDTR | $2,572,600 | 7,828 | 0.36% | 0.23% |
| 25 | Apple Inc | COM | $2,477,252 | 9,761 | 0.35% | 0.22% |
Top 25 of 118 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 639 | $307M | 27.3% |
| High net worth individuals | 320 | $814M | 72.4% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.14% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.1% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Dryden | Managing Member | CFP Chartered Financial Consultant | May 2010 (16y) | 10% – 25% |
| Travis David Carter | Managing Member | CFP | May 2010 (16y) | 10% – 25% |
| Wayne (None) Smith | Managing Member & Chief Compliance Officer | CFP | May 2010 (16y) | 10% – 25% |
| Michael Chad Lowe | Managing Member | Nov 2010 (16y) | 10% – 25% | |
| Ryan Christopher Ferguson | Managing Member | CFP | Nov 2010 (16y) | 10% – 25% |
| David Tung Chin | Registered representative | Jul 2010 (16y) | ||
| Kevin Gerard Brown | Registered representative | Feb 2018 (8y) | ||
| Joshua David Hargrove | Registered representative | CFP | Oct 2018 (8y) | |
| John Christian Weatherly | Registered representative | Dec 2019 (7y) | ||
| Ross Adam Powell | Registered representative | CFP | Dec 2020 (6y) | |
| Mark Steven Stegman | Registered representative | CFP | Nov 2021 (5y) | |
| Benino Christopher Torrez | Registered representative | Jun 2022 (4y) | ||
| David Bailey Dryden | Registered representative | CFP | Sep 2022 (4y) | |
| Grant Raymond Winger | Registered representative | Mar 2024 (2y) | ||
| Stephen Lee Cramm | Registered representative | Jul 2024 (2y) | ||
| Laura Katherine Ragsdale | Registered representative | CFP | Jun 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $595M (53% of AUM) Mar 2026
- Fidelity Brokerage Services $495M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗