# New Insight Wealth Advisors

> New Insight Wealth Advisors is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 318083
- Filed as: NEW INSIGHT WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318083
- AdvisorCensus page: https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083

## Quick answers

**How is New Insight Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), New Insight Wealth Advisors 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 New Insight Wealth Advisors located?**
New Insight Wealth Advisors' principal office is in San Ramon, CA, according to its Form ADV.

**Is New Insight Wealth Advisors registered with the SEC or a state?**
New Insight Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318083.

**How much does New Insight Wealth Advisors manage?**
New Insight Wealth Advisors reports $396,853,806 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (95% discretionary).

**How have New Insight Wealth Advisors' assets and staff changed since 2022?**
In the Form ADV data for New Insight Wealth Advisors: Regulatory assets under management: $190,590,418 in the October 2022 data and $396,853,806 in the October 2026 data, up 108%. Total employees: 6 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Insight Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (188); high net worth individuals (164); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does New Insight Wealth Advisors use?**
New Insight Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does New Insight Wealth Advisors 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/318083

**What changed in New Insight Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $338,846,689 to $396,853,806 (+17%).

## 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))
- Charles Schwab & Co., Inc.

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: $396,853,806
- Discretionary: $375,097,065
- Non-discretionary: $21,756,741

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $61,664,143 |
| High net worth individuals | 164 | $307,031,729 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $13,420,055 |
| Charitable organizations | 1 | $140,470 |
| Corporations or other businesses not listed above | 11 | $14,597,409 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newinsightwealth.com](https://newinsightwealth.com)
- LinkedIn @new-insight-wealth
- LinkedIn @michaellee0

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $190,590,418 | 6 | August 23, 2022 |
| October 2023 | $196,796,582 | 6 | March 28, 2023 |
| October 2024 | $258,300,000 | 7 | August 28, 2024 |
| October 2025 | $338,846,689 | 8 | May 6, 2025 |
| October 2026 | $396,853,806 | 7 | September 18, 2026 |

Regulatory assets under management: $190,590,418 in the October 2022 data and $396,853,806 in the October 2026 data, up 108%.
Total employees: 6 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $338,846,689 to $396,853,806 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Insight Wealth Advisors (CRD 318083): Form ADV filing data as of October 2026.