Insight Wealth Strategies, LLC
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 293644
- Registered since
- April 27, 2018
- Website
- www.insight2wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.12%
- Individuals44.8%
- Other0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Insight Wealth Strategies, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2018. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management across private clients, small businesses and institutional/business accounts. Its advisory services include financial planning, portfolio management, selecting third‑party advisers, and client education through publications and seminars. Fee arrangements include traditional percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm was named one of America’s Top RIA Firms by Forbes in 2023. Insight does not list itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities31%
- Other13%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
1 of 1
Anthony Ortale
Chief Executive OfficerCRD 3225516
Contacts
3 of 9
Aaron Karas
Financial AdvisorCRD 5302655
Brian Stormont
Partner, Financial PlannerCRD 4081824
Andre Luiz Paiva
Associate AdvisorCRD 6175160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$683M in ETFs
65%
$444M
28%
$239M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Blend | $37.4M | 247,018 | 5.49% |
Location
San Ramon, CA
Contra Costa
Location
San Ramon, CA
Headquartered in San Ramon, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 2603 Camino Ramon
- Time zone
- PT (UTC-8)
- Office locations
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