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| Insight Wealth Strategies LLC
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| |
|---|---|
| CRD # | 293644 |
| SEC # | 801-112986 |
| CIK # | 0001749914 |
| AUM | $851.8 MM (2024-01-22) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 925-659-8020 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001749914 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Chevron Corp | 294,604.1 | 31.1 | |
| Apple Inc | 2,382,844.0 | 12.4 | |
| Lam Research Corp | 60,793.2 | 8.5 | |
| Sysco Corp | 43,330.9 | 5.7 | |
| Amazon Com Inc | 1,092,997.8 | 5.3 | |
| Microsoft Corp | 1,918,222.4 | 5.2 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 367.0 |
| (b) Individuals (high net worth individuals) | 153 | 484.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,947 | 851.8 |
| By Discretionary | ||
| Discretionary | 1,606 | 769.9 |
| Non-Discretionary | 341 | 81.9 |
| Total | 1,947 | 851.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 851.8 | |
| Total | 1,947 | 851.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001749914] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WPWealth LLP
✚
|
TX | 0.9 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Triad Financial Advisors Inc
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|
NC | 0.9 |
|
Wealth Dimensions Group Ltd
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|
OH | 0.9 |
|
Manchester Financial Inc
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|
CA | 0.9 |
|
Werba Rubin Papier Wealth Management LLC
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|
CA | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
KWB Wealth
✚
|
CA | 0.9 |
|
Cooper/Haims Advisors LLC
✚
|
NY | 0.9 |
|
Private Client Services LLC
✚
|
KY | 0.8 |