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INSIGHT WEALTH STRATEGIES, LLC

SAN RAMON, CA · CRD 293644 · IAPD ↗ · 925-659-8020

$1.22BRegulatory AUM
6Advisory reps
12Employees
48Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — INSIGHT WEALTH STRATEGIES, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2026 — INSIGHT WEALTH STRATEGIES, LLC crossed $1B in regulatory AUM ($932.0M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2025 — INSIGHT WEALTH STRATEGIES, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — INSIGHT WEALTH STRATEGIES, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.