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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Insight Wealth Strategies LLC
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|---|---|
| CRD # | 293644 |
| SEC # | 801-112986 |
| CIK # | 0001749914 |
| AUM | $932.0 M (2025-02-04) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 925-659-8020 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 31.7 | ||
| Lam Research Corp | 10.4 | ||
| Seagate Technology PLC | 8.0 | ||
| Apple Inc | 7.9 | ||
| Microsoft Corp | 7.7 | ||
| American Express Co | 7.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 412.6 |
| (b) Individuals (high net worth individuals) | 155 | 519.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,962 | 932.0 |
| By Discretionary | ||
| Discretionary | 1,651 | 855.2 |
| Non-Discretionary | 311 | 76.8 |
| Total | 1,962 | 932.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 932.0 | |
| Total | 1,962 | 932.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001749914] |
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|---|---|---|
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Galloway Asset Management LLC
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AZ | 0.9 |
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TX | 0.9 |
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Cooper/Haims Advisors LLC
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NY | 0.9 |
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One Charles Private Wealth Services LLC
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MA | 0.9 |
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Black Coral Financial Advisors LLC
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NJ | 0.9 |
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KFG Wealth Management LLC
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IN | 0.9 |
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FORM Wealth Advisors LLC
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WI | 0.9 |
|
The Financial Consulate Inc
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MD | 0.9 |
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Lafleur & Godfrey LLC
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MI | 0.9 |
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Coyle Financial Counsel LLC
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IL | 0.9 |