INSIGHT WEALTH STRATEGIES, LLC
CRD #293644 SEC #801-112986 SAN RAMON, CA 925-659-8020
SEC Registered
Total AUM
$932M
Discretionary
$855.2M
Employees
12
Clients
51
Accounts
1,962
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $932M | $855.2M | $76.8M | 12 | 62 |
| Oct 2024 | $851.8M | $769.9M | $81.9M | 13 | 61 |
| Jan 2024 | $851.8M | $769.9M | $81.9M | 14 | 61 |
| Sep 2023 | $807.2M | $729M | $78.2M | 15 | 61 |
| Sep 2023 | $807.2M | $729M | $78.2M | 15 | 61 |
| Jun 2023 | $679.5M | $679.5M | $13.2K | 15 | 61 |
| Jun 2023 | $679.5M | $679.5M | $13.2K | 15 | 61 |
| Feb 2023 | $679.5M | $679.5M | $13.2K | 15 | 61 |
| Sep 2022 | $777.5M | $777.5M | $0 | 16 | 61 |
| Jun 2022 | $777.5M | $777.5M | $0 | 16 | 61 |
| Jan 2022 | $777.5M | $777.5M | $0 | 16 | 61 |
| Jan 2022 | $777.5M | $777.5M | $0 | 16 | 61 |
| Mar 2021 | $780.4M | $780.4M | $0 | 24 | 310 |
| Mar 2021 | $676.4M | $676.4M | $0 | 22 | 310 |
| Oct 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jul 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jul 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jul 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jul 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jun 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Jun 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Feb 2020 | $676.4M | $676.4M | $0 | 22 | 310 |
| Sep 2019 | $469.4M | $469.4M | $0 | 20 | 17 |
| Aug 2019 | $469.4M | $469.4M | $0 | 20 | 17 |
| Feb 2019 | $469.4M | $469.4M | $0 | 20 | 17 |
| Feb 2019 | $469.4M | $469.4M | $0 | 20 | 17 |
| Oct 2018 | $483.2M | $468.7M | $14.5M | 19 | 0 |
| Oct 2018 | $483.2M | $468.7M | $14.5M | 19 | 0 |
| Sep 2018 | $483.2M | $468.7M | $14.5M | 19 | 0 |
| Aug 2018 | $483.2M | $468.7M | $14.5M | 19 | 0 |
| Jul 2018 | $0 | $0 | $0 | 19 | 0 |
| Jul 2018 | $0 | $0 | $0 | 19 | 0 |
| Apr 2018 | $0 | $0 | $0 | 19 | 0 |
| Mar 2018 | $0 | $0 | $0 | 19 | 0 |
DateFeb 2025
Total AUM$932M
Discretionary$855.2M
Non-Disc.$76.8M
Employees12
Clients62
DateOct 2024
Total AUM$851.8M
Discretionary$769.9M
Non-Disc.$81.9M
Employees13
Clients61
DateJan 2024
Total AUM$851.8M
Discretionary$769.9M
Non-Disc.$81.9M
Employees14
Clients61
DateSep 2023
Total AUM$807.2M
Discretionary$729M
Non-Disc.$78.2M
Employees15
Clients61
DateSep 2023
Total AUM$807.2M
Discretionary$729M
Non-Disc.$78.2M
Employees15
Clients61
DateJun 2023
Total AUM$679.5M
Discretionary$679.5M
Non-Disc.$13.2K
Employees15
Clients61
DateJun 2023
Total AUM$679.5M
Discretionary$679.5M
Non-Disc.$13.2K
Employees15
Clients61
DateFeb 2023
Total AUM$679.5M
Discretionary$679.5M
Non-Disc.$13.2K
Employees15
Clients61
DateSep 2022
Total AUM$777.5M
Discretionary$777.5M
Non-Disc.$0
Employees16
Clients61
DateJun 2022
Total AUM$777.5M
Discretionary$777.5M
Non-Disc.$0
Employees16
Clients61
DateJan 2022
Total AUM$777.5M
Discretionary$777.5M
Non-Disc.$0
Employees16
Clients61
DateJan 2022
Total AUM$777.5M
Discretionary$777.5M
Non-Disc.$0
Employees16
Clients61
DateMar 2021
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees24
Clients310
DateMar 2021
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateOct 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJul 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJul 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJul 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJul 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJun 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateJun 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateFeb 2020
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees22
Clients310
DateSep 2019
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees20
Clients17
DateAug 2019
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees20
Clients17
DateFeb 2019
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees20
Clients17
DateFeb 2019
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees20
Clients17
DateOct 2018
Total AUM$483.2M
Discretionary$468.7M
Non-Disc.$14.5M
Employees19
Clients0
DateOct 2018
Total AUM$483.2M
Discretionary$468.7M
Non-Disc.$14.5M
Employees19
Clients0
DateSep 2018
Total AUM$483.2M
Discretionary$468.7M
Non-Disc.$14.5M
Employees19
Clients0
DateAug 2018
Total AUM$483.2M
Discretionary$468.7M
Non-Disc.$14.5M
Employees19
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0