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Our Vision

Ensuring the legacies of small businesses live on.

Value Estimate
Not for sale

Portfolio Management And Investment Advice in Plano, Texas

Insight Wealth Partners, LLC

Baton Estimate

$3.5M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

12

Employees

About this business

Insight Wealth Partners, LLC is an independent, fee-only wealth management and advisory firm in Plano, Texas. The company provides comprehensive financial planning and investment management services to help clients achieve their personal financial goals, with specialties in wealth management, retirement planning, estate planning, and investment management. Founded in 2010, it has around 12 employees.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#9

of 10 businesses

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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