Investment Insight Wealth Management, Llc
- Regulatory AUM
- $178M
- Discretionary
- $178M
- Clients
- 133
- Avg AUM / client
- $1.3M
- Accounts
- 354
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Investments (13F portfolio — 36 positions, $92,743,263)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $26,588,727 | 152,454 | 28.7% | 14.9% |
| 2 | Broadcom Inc | COM | $13,674,694 | 44,182 | 14.7% | 7.68% |
| 3 | Vanguard World Fd | MEGA GRWTH IND | $9,998,338 | 27,211 | 10.8% | 5.61% |
| 4 | Alphabet Inc | CAP STK CL A | $4,196,379 | 14,593 | 4.52% | 2.36% |
| 5 | State Str Spdr S&P 500 Etf T | TR UNIT | $4,018,088 | 6,176 | 4.33% | 2.26% |
| 6 | Apple Inc | COM | $3,761,815 | 14,823 | 4.06% | 2.11% |
| 7 | Mastercard Incorporated | CL A | $3,373,179 | 6,751 | 3.64% | 1.89% |
| 8 | Shopify Inc | CL A SUB VTG SHS | $2,689,590 | 22,674 | 2.9% | 1.51% |
| 9 | Microsoft Corp | COM | $2,578,263 | 6,965 | 2.78% | 1.45% |
| 10 | Visa Inc | COM CL A | $2,124,047 | 7,028 | 2.29% | 1.19% |
| 11 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $1,892,173 | 16,878 | 2.04% | 1.06% |
| 12 | Mcdonalds Corp | COM | $1,695,504 | 5,455 | 1.83% | 0.95% |
| 13 | Capital Group Dividend Value | SHS CREATION UNI | $1,625,721 | 38,206 | 1.75% | 0.91% |
| 14 | Amazon Com Inc | COM | $1,489,547 | 7,152 | 1.61% | 0.84% |
| 15 | Servicenow Inc | COM | $1,456,904 | 13,935 | 1.57% | 0.82% |
| 16 | Vanguard Admiral Fds Inc | 500 GRTH IDX F | $1,184,985 | 2,907 | 1.28% | 0.67% |
| 17 | Accenture Plc Ireland | SHS CLASS A | $969,041 | 4,887 | 1.04% | 0.54% |
| 18 | Salesforce Inc | COM | $947,327 | 5,075 | 1.02% | 0.53% |
| 19 | Asml Hldg Nv | N Y REGISTRY SHS | $931,185 | 705 | 1.0% | 0.52% |
| 20 | Micron Technology Inc | COM | $899,464 | 2,662 | 0.97% | 0.5% |
| 21 | Jpmorgan Chase & Co | COM | $746,829 | 2,539 | 0.81% | 0.42% |
| 22 | Vaneck Etf Trust | SEMICONDUCTR ETF | $740,751 | 1,932 | 0.8% | 0.42% |
| 23 | Bny Mellon Etf Trust Ii | DYNAMIC VALUE | $648,946 | 21,880 | 0.7% | 0.36% |
| 24 | Abbvie Inc | COM | $636,231 | 2,925 | 0.69% | 0.36% |
| 25 | Marvell Technology Inc | COM | $591,174 | 5,968 | 0.64% | 0.33% |
Top 25 of 36 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) | 101 | $30.5M | 17.1% |
| High net worth individuals | 32 | $124M | 69.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $24.0M | 13.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sullivan, Robert, Jude | Managing Member | Nov 2003 (23y) | 75% or more | |
| Sullivan, Christopher | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Robert Jude Sullivan | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| Vincent D'eletto | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% 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) | 03/05/2026 | 903 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $150M (84% of AUM) Mar 2026
- Fidelity Brokerage Services $17.0M (27% of AUM) Jun 2018
- American Funds Distributors, Inc. $12.1M (10% of AUM) Mar 2024
- Capital Group $12.1M (10% of AUM) Dec 2024
- American Funds & Trusts Incorporated $10.2M (14% of AUM) Oct 2020
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 05, 2026.
View current Form ADV (SEC/IAPD) ↗