{ "crd_number": 293644, "slug": "insight-wealth-strategies-llc-san-ramon-ca-293644", "primary_business_name": "INSIGHT WEALTH STRATEGIES, LLC", "legal_name": "INSIGHT WEALTH STRATEGIES, LLC", "dbas": [], "city": "San Ramon", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-04-27", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-09-14", "carried_forward": false, "raum_total": 1223782539.0, "raum_discretionary": 1223782539.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 12, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 986915.0, "count": 1, "description": "INVESTMENT ADVISOR" }, "individuals": { "raum": 548253745.0, "count": 404 }, "high_net_worth_individuals": { "raum": 674541879.0, "count": 180 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "ID", "LA", "NE", "NH", "NV", "OR", "TX", "UT", "WA" ], "websites": [ "https://facebook.com/INSIGHT-WEALTH-STRATEGIES-922658667791094", "https://insight2wealth.com", "https://instagram.com/INSIGHTWEALTHSTRATEGIESLLC", "https://linkedin.com/COMPANY/INSIGHT-WEALTH-STRATEGIES", "https://linkedin.com/in/chad-seegers-crpc-438a6468", "https://twitter.com/_INSIGHT2WEALTH", "https://youtube.com/channel/UCAIJYHZloqP_gVO417YLoRg" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293644", "city_as_filed": "SAN RAMON", "url": "https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644", "display_name": "Insight Wealth Strategies, LLC", "summary": "Insight Wealth Strategies, LLC is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.", "citation": "AdvisorCensus. Insight Wealth Strategies, LLC (CRD 293644): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Insight Wealth Strategies, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Insight Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Insight Wealth Strategies, LLC located?", "a": "Insight Wealth Strategies, LLC's principal office is in San Ramon, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Insight Wealth Strategies, LLC registered with the SEC or a state?", "a": "Insight Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293644." }, { "q": "How much does Insight Wealth Strategies, LLC manage?", "a": "Insight Wealth Strategies, LLC reports $1,223,782,539 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)." }, { "q": "How have Insight Wealth Strategies, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Insight Wealth Strategies, LLC: Regulatory assets under management: $780,373,193 in the October 2021 data and $1,223,782,539 in the October 2026 data, up 57%. Total employees: 24 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Insight Wealth Strategies, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (404); high net worth individuals (180); other (1)." }, { "q": "Which custodians does Insight Wealth Strategies, LLC use?", "a": "Insight Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Insight Wealth Strategies, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293644" }, { "q": "What changed in Insight Wealth Strategies, LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Regulatory assets under management went from $1,063,992,397 to $1,223,782,539 (+15%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 780373193.0, "total_employees": 24, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 777477686.0, "total_employees": 16, "filing_date": "2022-09-07" }, { "period": "2023-10-01", "regulatory_assets_under_management": 807183902.0, "total_employees": 15, "filing_date": "2023-09-18" }, { "period": "2024-10-01", "regulatory_assets_under_management": 851802511.0, "total_employees": 14, "filing_date": "2024-01-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 932033936.0, "total_employees": 12, "filing_date": "2025-02-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1223782539.0, "total_employees": 12, "filing_date": "2026-09-14" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Regulatory assets under management went from $1,063,992,397 to $1,223,782,539 (+15%)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $932,033,936 to $1,063,992,397 (+14%).", "Registered or notice-filed in OR." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in FL." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 404, "fewer_than_5": false, "raum": 548253745.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 180, "fewer_than_5": false, "raum": 674541879.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": false, "raum": 986915.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293644", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }