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NEW INSIGHT WEALTH ADVISORS

SAN RAMON, CA · CRD 318083 · IAPD ↗ · 925-236-2525

$396.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — NEW INSIGHT WEALTH ADVISORS reported RAUM up 31% ($258.3M -> $338.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2024 — NEW INSIGHT WEALTH ADVISORS reported RAUM up 31% ($196.8M -> $258.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2024 — NEW INSIGHT WEALTH ADVISORS now reports custody of client assets ($141.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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