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New Insight Wealth Advisors
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CRD # | 318083 |
SEC # | 801-123002 |
CIK # | 0002022328 |
AUM | $258.3 MM (2024-08-28) |
Employees | 7 (43% Investors, 14% Brokers) |
Phone | 925-236-2525 |
Address | 111 Deerwood Road San Ramon, CA 94583 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
TSLA | 723,390.3 | 7.0 | |
SPG | 32,618.2 | 6.7 | |
AMZN | 1,092,997.8 | 5.6 | |
AAPL | 2,382,844.0 | 4.2 | |
MSFT | 1,918,222.4 | 3.3 | |
WPC | 16,425.3 | 3.2 | |
GOOGL | 1,475,138.5 | 3.1 | |
CRM | 170,602.7 | 2.2 | |
META | 434,852.0 | 2.2 | |
NVDA | 399,550.0 | 1.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 105 | 66.1 |
(b) Individuals (high net worth individuals) | 208 | 181.7 |
(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 | 10 | 9.6 |
(h) Charitable organizations | 0 | 0.1 |
(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 | 0.9 |
(n) Other | 0 | 0.0 |
Total | 331 | 258.3 |
By Discretionary | ||
Discretionary | 254 | 207.4 |
Non-Discretionary | 77 | 50.9 |
Total | 331 | 258.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 258.3 | |
Total | 331 | 258.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002022328] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Resolute Wealth Strategies LLC
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MS | 0.3 |
MBA Advisors LLC
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|
PA | 0.3 |
Horizon Investment Services LLC
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|
IN | 0.3 |
Winans International
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|
NV | 0.3 |
Cambridge Financial Group Inc
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|
OH | 0.3 |
Beacon Investment Advisors LLC
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|
MD | 0.3 |
Gen-Wealth Partners Inc
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|
MI | 0.3 |
Banker Investment Group Inc
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|
IN | 0.3 |
Optimum Financial Services LLC
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|
MS | 0.3 |
Divergent Planning LLC
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|
MD | 0.3 |