Investor

Insights Wealth Management

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

UnknownInvestment firm

Impact InvestingWealth Management

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Insights Wealth Management

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Sectors
Impact InvestingWealth Management
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration1 named

AJAndres Jose VillaquiranChief Compliance OfficeriForm ADV

We also hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$46Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Insights Investments LLC
SEC number
CRD 309727

What they claim to have backed

From their own portfolio page (on their website)

1 of 9 we have independently watched raise

AmpAdminEnnuestrocampoFormulario ADVLatamfintechPortafolioSIPCSuperfinancieraThebusinessyear

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

Quick answers about Insights Wealth Management

What does Insights Wealth Management invest in?

Insights Wealth Management says it invests in Impact Investing and Wealth Management.

Is Insights Wealth Management investing now?

No investments in the last 12 months.

What kind of investor is Insights Wealth Management?

Insights Wealth Management is an investment firm.

How much does Insights Wealth Management manage?

About $46M, as regulatory assets under management (Oct 2026).

Where does this information on Insights Wealth Management come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it