Investment adviser · CRD 293644
INSIGHT WEALTH STRATEGIES, LLC
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $1.22B Form ADV · Item 5.F
- Client accounts
- 2,042 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 180 | $674,541,879 | 55.1% |
| Individuals | 404 | $548,253,745 | 44.8% |
| Other clients | 1 | $986,915 | 0.1% |
Filing source
Form ADV 2132459 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2603 CAMINO RAMON, SUITE 350SAN RAMON, CA, 94583, United States
CRD 293644
Filing source
Form ADV 2132459 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.