Insight Wealth Partners LLC
Legal Name: INSIGHT WEALTH PARTNERS, LLC
Full Contact Details
Insight Wealth Partners LLC
3333 PREMIER DRIVE, SUITE 800, PLANO, TX
972-543-4800
972-543-4801
Other Info
Insight Wealth Partners LLC is a Texas company with 9 employees, all of whom are in advisory roles, and it provides financial guidance to 18 clients. The company's SEC status is Approved, and it has been registered since June 4, 2010.
Financial Planning & Management | Insight Wealth Partners | Plano, TX
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas.
Direct Owners
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DAVID SCOTT DRYDEN
MANAGING MEMBER owns more than 10% but less than 25%
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MICHAEL CHAD LOWE
MANAGING MEMBER owns more than 10% but less than 25%
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RYAN CHRISTOPHER FERGUSON
MANAGING MEMBER owns more than 10% but less than 25%
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TRAVIS DAVID CARTER
MANAGING MEMBER owns more than 10% but less than 25%
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WAYNE (NONE) SMITH
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%