New Insight Wealth Advisors

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Assets, Funds, Holdings

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New Insight Wealth Advisors
CRD #318083
SEC #801-123002
CIK #0002022328
AUM $258.3 MM (2024-08-28)
Employees 7 (43% Investors, 14% Brokers)
Phone925-236-2525
Address111 Deerwood Road
San Ramon, CA 94583
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
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 ($MM)
170136102683402023202320242025
AUM Breakdown Accounts AUM ($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
IN 0.3
Winans International
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
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