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Investment Insight Wealth Management, LLC

EST. AUM
$178,140,454

CONTACTS

CLIENT ACCOUNTS
354

Firm Details

Metro area New York City
CRD Number 130070
Website myinvestmentinsight.com
Client types

Overview

Investment Insight Wealth Management, LLC is an independent, family-owned Registered Investment Adviser headquartered in Massapequa, New York. Founded in 2004 by Robert J. Sullivan, the firm provides discretionary portfolio management, comprehensive financial planning, retirement income optimization, and tax-focused wealth strategies. Serving primarily small business owners, high-net-worth individuals, medical professionals, corporate executives, and retirees, the firm emphasizes personalized advice tailored to each client’s financial objectives and life stage. Its integrated approach combines investment management with retirement and tax planning to help clients build, preserve, and efficiently transfer wealth over the long term.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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