New Insight Wealth Advisors
● SEC registered since 2022CRD 318083SEC# 801-123002San Ramon, CA
Reg. AUM
$396.9M
Employees
7
Accounts
360
Location
San Ramon, CA
New Insight Wealth Advisors assets under management
New Insight Wealth Advisors is a registered investment adviser overseen by the SEC based in San Ramon, CA. The firm has been registered since 2022. It reports $396.9 million in regulatory assets under management and employs 7 people.
New Insight Wealth Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Josephine H Lee Control | Chief Compliance Officer | Under 5% | 2021 |
| Seongsoo Lee Control | Wealth Advisor | Over 75% | 2021 |
Frequently asked questions
How much does New Insight Wealth Advisors manage?
New Insight Wealth Advisors reports $396.9 million in regulatory assets under management on its Form ADV.
How many employees does New Insight Wealth Advisors have?
New Insight Wealth Advisors reports 7 employees.
Where is New Insight Wealth Advisors located?
New Insight Wealth Advisors is based in San Ramon, CA and has been SEC-registered since 2022.
Does New Insight Wealth Advisors disclose fund performance?
New Insight Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Deerwood Road, Suite 250, San Ramon, CA 94583 |
| Phone | 925-236-2525 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$396.9Mregulatory AUM
Discretionary $375.1MNon-discretionary $21.8M