Vincent D'eletto
Investment adviser representative at Investment Insight Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$178.1MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Investment Insight Wealth Management, LLCMay 2023 to now
- Wordagents.comJun 2014 to now
- Investment Insight Wealth ManagementSep 2008 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Investment Insight Wealth Management, LLC
$178.1MAssets managed
133Clients
2Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7946198
- Firm CRD
- 130070