Insight Wealth Strategies, LLC
● SEC registered since 2018CRD 293644SEC# 801-112986San Ramon, CA
Reg. AUM
$1.22B
Employees
12
Accounts
2,042
Location
San Ramon, CA
Insight Wealth Strategies, LLC assets under management
Insight Wealth Strategies, LLC is an SEC-registered investment adviser based in San Ramon, CA. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 12 people.
Insight Wealth Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Rod Ortale Control | Chief Compliance Officer & Chief Executive Officer | Under 5% | 2018 |
| Brian Keith Stormont Control | Partner | 50-75% | 2021 |
| Camille Marie Mobley Control | Chief Operation Officer | Under 5% | 2025 |
| Chad Gene Seegers Control | Partner | 50-75% | 2021 |
Frequently asked questions
How much does Insight Wealth Strategies, LLC manage?
Insight Wealth Strategies, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Insight Wealth Strategies, LLC have?
Insight Wealth Strategies, LLC reports 12 employees.
Where is Insight Wealth Strategies, LLC located?
Insight Wealth Strategies, LLC is based in San Ramon, CA and has been SEC-registered since 2018.
Does Insight Wealth Strategies, LLC disclose fund performance?
Insight Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2603 Camino Ramon, Suite 350, San Ramon, CA 94583 |
| Phone | 925-659-8020 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1749914 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 31%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,369 advisers
EmployeesTop 35%
More than 65% of 16,804 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B