Wealth manager, independent · SAN Ramon, CA
Insight Wealth Strategies, LLC
SEC-registered investment adviser · CRD 293644 · SEC 801-112986
At a glance
Insight Wealth Strategies, LLC is an SEC-registered investment adviser based in SAN Ramon, California, with $1.2B in regulatory assets under management as of its Form ADV filed September 14, 2026. It reports 584 individual clients, 180 of them high-net-worth, holding an average of about $2.1 million each, and 12 employees. That ranks it 901st among the nation’s 5,657 independent wealth management RIAs and 108th of 714 in California. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Up $160M from $1.1B in its previous filing; rank 1037 → 901. This month’s movers →
Main office 925-659-8020insight2wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #901 of 5,657
- Rank among all SEC RIAs
- #4,807 of 17,210
- Rank in California
- #108 of 714
- Individual clients
- 584
- High-net-worth clients
- 180
- Accounts
- 2,042
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Anthony R. OrtaleChief Compliance Officer & Chief Executive Officer
- Brian K. StormontPartner
- Chad G. SeegersPartner
- Camille M. MobleyChief Operation Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Insight Wealth Strategies, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 180 | $675M | 55% |
| Individuals | 404 | $548M | 45% |
| Other | 1 | $1M | <1% |
Disciplinary disclosures
Insight Wealth Strategies, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗insight2wealth.com ↗
AtlasMembers
The full record on Insight Wealth Strategies, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,987 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sivia Capital Partners, LLCMill Valley | $1.2B | 55 |
| Arlington Financial Advisors, LLCSanta Barbara | $1.2B | 595 |
| KWB WealthRedlands | $1.2B | 1,935 |
| Centura Wealth AdvisorySAN Diego | $1.2B | 574 |
| Moment Partners, LLCSAN Francisco | $1.2B | 412 |
| Cheviot Value Management, LLCBeverly Hills | $1.2B | 578 |
Background
Questions
How much does Insight Wealth Strategies, LLC manage?
Insight Wealth Strategies, LLC reports $1.2B in regulatory assets under management across 2,042 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
How many clients does Insight Wealth Strategies, LLC have?
It reports 584 individual clients: 180 high-net-worth individuals and 404 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Insight Wealth Strategies, LLC headquartered?
Its main office is in SAN Ramon, California. It reports 2 offices in total and 12 employees, 6 of whom perform investment advisory functions.
How does Insight Wealth Strategies, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Insight Wealth Strategies, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 14, 2026, it reports these amounts held: Fidelity ($951M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Insight Wealth Strategies, LLC a hybrid RIA with a broker-dealer?
Insight Wealth Strategies, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Insight Wealth Strategies, LLC a fiduciary?
As an SEC-registered investment adviser, Insight Wealth Strategies, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Insight Wealth Strategies, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →