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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0002022328] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Resolute Wealth Strategies LLC
✚
|
MS | 0.3 |
|
MBA Advisors LLC
✚
|
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
✚
|
OH | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.3 |
|
Banker Investment Group Inc
✚
|
IN | 0.3 |
|
Optimum Financial Services LLC
✚
|
MS | 0.3 |
|
Divergent Planning LLC
✚
|
MD | 0.3 |