New Insight Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated March 25, 2026, reports $397M in regulatory assets under management, 7 employees, and 360 accounts.
Assets Under Management
$397M
Employees
7
Offices
--
Total Clients
375
Primary office
SAN RAMON, CA
111 DEERWOOD ROAD, SUITE 250, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.1% of total clients.
Top client categories% of clientsClients
1
Individuals
50.1%
188
2
HNWI
43.7%
164
3
Pension Plans
2.9%
11
4
Corporations
2.9%
11
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 25, 2026
Discretionary94.5%
$375M
95% of total RAUM94.5%
Non-discretionary5.5%
$22M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$397M
Total Accounts360
10Y AUM Change+$397M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+1 (+16.7%)
* 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.