Insight Wealth Strategies, LLC
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
FINTRXOverview
Insight Wealth Strategies, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC with individual ownership. The firm positions itself as a capital allocator for high-net-worth individuals and families, combining portfolio management with financial planning and educational outreach. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, publication of periodicals, and running seminars and workshops. Fee arrangements are mixed: percentage of assets under management, hourly charges, and fixed fees are all used. The firm was named to Forbes’ America’s Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$704M in ETFs
65%
$459M
30%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM AAA CLO ETF (PAAA) | PGIM | Active | Ultrashort Bond | $33.6M | 655,982 | 4.78% |
Location
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
Similar firms
Prosperity Financial Group, Inc.
RIASan Ramon, CA
California Financial Advisors
RIASan Ramon, CA
New Insight Wealth Advisors
RIASan Ramon, CA
Accretive Wealth Management, LLC
RIASan Ramon, CA
Auspicious Financial Planning, LLC
RIASan Ramon, CA
Carey Wealth Management
RIASan Ramon, CA