# Insight Wealth Strategies, LLC

> 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.

- CRD: 293644
- Filed as: INSIGHT WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293644
- AdvisorCensus page: https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644

## Quick answers

**How is Insight Wealth Strategies, LLC compensated?**
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.

**Where is Insight Wealth Strategies, LLC located?**
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).

**Is Insight Wealth Strategies, LLC registered with the SEC or a state?**
Insight Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293644.

**How much does Insight Wealth Strategies, LLC manage?**
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).

**How have Insight Wealth Strategies, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Insight Wealth Strategies, LLC serve?**
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).

**Which custodians does Insight Wealth Strategies, LLC use?**
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.

**Does Insight Wealth Strategies, LLC report any disciplinary disclosures?**
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

**What changed in Insight Wealth Strategies, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $1,063,992,397 to $1,223,782,539 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,223,782,539
- Discretionary: $1,223,782,539
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 404 | $548,253,745 |
| High net worth individuals | 180 | $674,541,879 |
| Other | 1 | $986,915 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, LA, NE, NH, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- insight2wealth.com
- Facebook @INSIGHT-WEALTH-STRATEGIES-922658667791094
- Instagram @INSIGHTWEALTHSTRATEGIESLLC
- LinkedIn @INSIGHT-WEALTH-STRATEGIES
- LinkedIn @chad-seegers-crpc-438a6468
- X @_INSIGHT2WEALTH
- YouTube @UCAIJYHZloqP_gVO417YLoRg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $780,373,193 | 24 | March 29, 2021 |
| October 2022 | $777,477,686 | 16 | September 7, 2022 |
| October 2023 | $807,183,902 | 15 | September 18, 2023 |
| October 2024 | $851,802,511 | 14 | January 22, 2024 |
| October 2025 | $932,033,936 | 12 | February 4, 2025 |
| October 2026 | $1,223,782,539 | 12 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $1,063,992,397 to $1,223,782,539 (+15%).

### March 2026
- Regulatory assets under management went from $932,033,936 to $1,063,992,397 (+14%).
- Registered or notice-filed in OR.

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Wealth Strategies, LLC (CRD 293644): Form ADV filing data as of October 2026.