New Insight Wealth Advisors
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 318083
- Registered since
- January 7, 2022
- Website
- newinsightwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.37%
- Individuals15.54%
- Corporations / Businesses3.68%
- Pension & Profit Sharing Plans3.38%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
New Insight Wealth Advisors is an independent registered investment adviser organized as a corporation and registered with the SEC since 2022. It is privately owned by an individual and serves both individual and family clients as well as institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. The firm does not identify as an active ESG investor. It is not presented as a capital allocator or a related adviser and operates within a single-state registration framework according to available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents9%
- Private Funds1%
Owners & executives
1 of 1
Josephine Lee
Chief Compliance OfficerCRD 6421461
Contacts
3 of 5
Dajin Yang
Portfolio ManagementCRD 3170789
Anna Hong
Investment Adviser RepresentativeCRD 8034380
Michael Lin
Private Wealth AdvisorCRD 4803016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$258M in ETFs
75%
$193M
18%
$64.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.8M | 55,827 | 16.22% |
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
- 111 Deerwood Rd
- Time zone
- PT (UTC-8)
- Office locations
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