SAN RAMON, CACRD 293644Latest ADV February 2, 2026
Insight Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated February 2, 2026, reports $1.1B in regulatory assets under management, 12 employees, 1 office, and 2,038 accounts.
Assets Under Management
$1.1B
Employees
12
Offices
1 office
Total Clients
567
Primary office
SAN RAMON, CA
2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
400
2
HNWI
29.5%
167
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 2, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,038
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee47:1
10Y Employee Change-7 (-36.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.