Insight Wealth Group

  • Financial Services
  • West Des Moines IA
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
6600 Westown Parkway Suite 190, West Des Moines IA
Website
insightwealthgroup.com
Phone
(515) 273-1333
Employees
13
Founded in
2012
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Insight Wealth Group

Insight Wealth Group is a privately held company based in West Des Moines, Iowa. With 13 employees, the company generates an annual revenue of $1 million. Insight Wealth Group specializes in providing comprehensive wealth management solutions for high net worth investors. Their services encompass a range of financial needs, including investment management, tax planning, and accounting. The company distinguishes itself through its holistic approach to wealth management, aiming to address the diverse financial requirements of its clientele. Securities are offered through Arete Wealth Management, a member of SIPC/FINRA/NFA. Management services are provided by Arete Wealth Advisors, a Registered Investment Advisor. Tax and accounting services are offered through Insight CPA, which operates independently from Arete Wealth Management and Arete Wealth Advisors. For more information about Insight Wealth Group and its services, please visit their website at insightwealthgroup.com.

Company Leadership

Scott Manhart

Founder and Partner, Insight CPA

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Chris Armistead

Owner

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Andrew Kleis

Partner

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Insight Wealth Group Tech Stack

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FAQ

What is the location of Insight Wealth Group's headquarters?
The headquarters of Insight Wealth Group are situated at 6600 Westown Parkway Suite 190, West Des Moines IA
What is Insight Wealth Group's phone number?
Insight Wealth Group's contact number is (515) 273-1333.
What is Insight Wealth Group's official website?
The official website of Insight Wealth Group can be found at insightwealthgroup.com.
What is Insight Wealth Group's current revenue?
As of April 2018, Insight Wealth Group's annual revenue reached $1B.
How many employees does Insight Wealth Group currently have?
Insight Wealth Group employs approximately 13+ people as of April 2018
Which industries is Insight Wealth Group primarily operating in?
Insight Wealth Group operates in the following industries: Finance, Credit
Who is the Founder and Partner, Insight CPA of Insight Wealth Group?
Insight Wealth Group's Founder and Partner, Insight CPA is Scott Manhart
When was Insight Wealth Group founded?
Insight Wealth Group was founded in 2012.

Employee Directory

Key Employees

Andrew Dorr

Partner

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Craig Moritz

Client Services Representative

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Kristen Crouthamel

Associate Advisor / Client Services Manager

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