Insight Wealth Management, Inc. is a registered investment advisor (RIA) based in Gainesville, Va., founded and operated by Bob Pugh, CFA, CFP®. Insight Wealth Management brought $73 million in AUM to Evermay's total AUM and joined Evermay as part of the acquisition.

https://www.insightwealthmanagement.ca/

Virginia

Insight Wealth Management

Evermay Wealth Management is a registered investment advisor (RIA) located outside of Washington, D.C. with $1.06 billion in AUM. As fiduciaries managing a fee-only model, Evermay is committed to serving clients and their families in a personalized and professional manner. Evermay is actively seeking to grow through the acquisition of other firms with shared values in need of sales, partnership, or succession planning.

https://www.evermaywealth.com/

Arlington

Evermay Wealth Management

Evermay Wealth Management, a registered investment advisor with $1.06 billion in AUM, has successfully acquired Insight Wealth Management, Inc., adding $73 million in AUM to its portfolio. As the fifth acquisition in Evermay's history, this strategic move reinforces its commitment to serving clients with shared values and expands its market presence.

Evermay Wealth Management acquires Insight Wealth Management, Inc. adding $73 million in AUM

Evermay Wealth Management acquires Insight Wealth Management, Inc. adding $73 million in AUM

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