INSIGHT WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$522K
Accounts
2,038
Employees
12
Advisory reps
10

Firm details

Headquarters
SAN RAMON, California
CRD number
293644
Registered since
April 27, 2018
Website
www.insight2wealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI55.8%
  • Individuals44.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Insight Wealth Strategies, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018 and serves primarily individual and family clients. The firm operates as a capital allocator, combining discretionary portfolio management and financial planning with selection of third‑party managers. Service offerings include portfolio management for individuals and small businesses, portfolio solutions for institutions or business clients, financial planning, and client education through newsletters and seminars. Insight Wealth Strategies charges a mix of percentage‑of‑AUM, hourly, and fixed fees. It is not positioned as an ESG specialist. The firm was recognized on Forbes’ America's Top RIA Firms list in 2023, which highlights its market visibility among independent advisors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 31%, Other 13%, Cash & Cash Equivalents 6%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Derivatives 1%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities31%
  • Other13%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%

Owners & executives

1 of 1

  • ANTHONY ORTALE

    Chief Operating Officer & Chief Compliance OfficerCRD 3225516

Contacts

3 of 9

  • ANDRE LUIZ PAIVA

    Associate AdvisorCRD 6175160

  • AARON KARAS

    Financial AdvisorCRD 5302655

  • ROBERT AGORASTOS

    Financial PlannerCRD 6254130

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 113

Active vs passive

$647M in ETFs

Passive

68%

$441M

Active

31%

$206M

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF (GSIE)Goldman SachsPassiveForeign Large Blend$28.1M652,4694.35%
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Location

Primary office

SAN RAMON, CA

CONTRA COSTA

Location

SAN RAMON, CA

Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
2603 Camino Ramon
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth