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| New Insight Wealth Advisors
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|---|---|
| CRD # | 318083 |
| SEC # | 801-123002 |
| CIK # | 0002022328 |
| AUM | 396.9 M (2026-03-25) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 925-236-2525 |
| Address | 111 Deerwood Road San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.5 | ||
| Alphabet Inc | 6.6 | ||
| Tesla Motors Inc | 6.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.6 | ||
| Microsoft Corp | 5.1 | ||
| Apple Inc | 4.6 | ||
| Global-E Online Ltd | 4.3 | ||
| Pfizer Inc | 4.1 | ||
| Facebook Inc | 3.8 | ||
| Federal Realty Investment Trust | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 61.7 |
| (b) Individuals (high net worth individuals) | 164 | 307.0 |
| (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 | 11 | 13.4 |
| (h) Charitable organizations | 1 | 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 | 11 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 396.9 |
| By Discretionary | ||
| Discretionary | 323 | 375.1 |
| Non-Discretionary | 37 | 21.8 |
| Total | 360 | 396.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.9 | |
| Total | 360 | 396.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022328] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Perennial Advisors Group LLC
✚
|
MA | 397.4 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 397.2 M |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 397.1 M |
|
Centennial Wealth Advisory LLC
✚
|
MI | 397.1 M |
|
Sutton Place Investors LLC
✚
|
NY | 397.0 M |
|
Goodwin Investment Advisory LLC
✚
|
GA | 397.0 M |
|
Miramontes Capital LLC
✚
|
CA | 396.9 M |
|
Visionary Horizons LLC
✚
|
TN | 396.7 M |
|
Kirtland Financial Management Inc
✚
|
FL | 396.1 M |