NEW INSIGHT WEALTH ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$397M

Discretionary

$375M

95% of AUM

Avg account

$1.1M

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: SAN RAMON, California
CRD number: 318083
Registered since: January 7, 2022
Website: newinsightwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.37%
Individuals15.54%
Corporations / Businesses3.68%
Pension & Profit Sharing Plans3.38%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

New Insight Wealth Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 2022. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes asset-based fees as well as hourly and fixed-fee engagements, and governance data indicates the business is owned by an individual rather than a larger corporate group. The firm is not identified as an active ESG investor and is not reported as a multi‑state adviser. New Insight does not act as a capital allocator in the sense of operating its own private funds; instead, it directs client capital to external managers and pooled vehicles when employing alternative strategies.