|
⚲
|
| Keyboard |
| Insight Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 293644 |
| SEC # | 801-112986 |
| CIK # | 0001749914 |
| AUM | 1,064.0 M (2026-02-02) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 925-659-8020 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001749914 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 28.4 | ||
| Lam Research Corp | 23.8 | ||
| Apple Inc | 13.9 | ||
| KLA Tencor Corp | 11.7 | ||
| Liquidia Corp | 9.8 | ||
| Digitalocean Holdings Inc | 9.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 470.3 |
| (b) Individuals (high net worth individuals) | 167 | 593.7 |
| (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 | 2,038 | 1,064.0 |
| By Discretionary | ||
| Discretionary | 2,038 | 1,064.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,038 | 1,064.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,064.0 | |
| Total | 2,038 | 1,064.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001749914] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 48 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hendershot Investments Inc
✚
|
1,070.6 M | |
|
Ategenos Capital LLC
✚
|
PA | 1,069.4 M |
|
Pivotal Advisors LLC
✚
|
NY | 1,066.7 M |
|
Vestia Advisors LLC
✚
|
IN | 1,061.3 M |
|
Hanson & Doremus Investment Management
✚
|
VT | 1,060.9 M |
|
Form Wealth Advisors LLC
✚
|
WI | 1,055.6 M |
|
Coyle Financial Counsel LLC
✚
|
IL | 1,049.5 M |
|
Bridgeport Financial Solutions LLC
✚
|
AZ | 1,046.4 M |
|
Manchester Financial Inc
✚
|
CA | 1,046.2 M |
|
Paragon Advisors LLC
✚
|
TX | 1,045.2 M |