NEW INSIGHT WEALTH ADVISORS
CRD #318083 SEC #801-123002 SAN RAMON, CA 925-236-2525
SEC Registered
Total AUM
$338.8M
Discretionary
$280.3M
Employees
8
Clients
0
Accounts
1,109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $338.8M | $280.3M | $58.6M | 8 | 0 |
| Mar 2025 | $338.8M | $280.3M | $58.6M | 7 | 0 |
| Aug 2024 | $258.3M | $207.4M | $50.9M | 7 | 0 |
| Jul 2024 | $258.3M | $207.4M | $50.9M | 7 | 0 |
| Jun 2024 | $258.3M | $207.4M | $50.9M | 7 | 0 |
| May 2024 | $258.3M | $207.4M | $50.9M | 7 | 0 |
| Feb 2024 | $258.3M | $207.4M | $50.9M | 7 | 0 |
| Mar 2023 | $196.8M | $0 | $196.8M | 6 | 0 |
| Aug 2022 | $190.6M | $0 | $190.6M | 6 | 0 |
| Apr 2022 | $190.6M | $0 | $190.6M | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Dec 2021 | $0 | $0 | $0 | 6 | 0 |
DateMay 2025
Total AUM$338.8M
Discretionary$280.3M
Non-Disc.$58.6M
Employees8
Clients0
DateMar 2025
Total AUM$338.8M
Discretionary$280.3M
Non-Disc.$58.6M
Employees7
Clients0
DateAug 2024
Total AUM$258.3M
Discretionary$207.4M
Non-Disc.$50.9M
Employees7
Clients0
DateJul 2024
Total AUM$258.3M
Discretionary$207.4M
Non-Disc.$50.9M
Employees7
Clients0
DateJun 2024
Total AUM$258.3M
Discretionary$207.4M
Non-Disc.$50.9M
Employees7
Clients0
DateMay 2024
Total AUM$258.3M
Discretionary$207.4M
Non-Disc.$50.9M
Employees7
Clients0
DateFeb 2024
Total AUM$258.3M
Discretionary$207.4M
Non-Disc.$50.9M
Employees7
Clients0
DateMar 2023
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees6
Clients0
DateAug 2022
Total AUM$190.6M
Discretionary$0
Non-Disc.$190.6M
Employees6
Clients0
DateApr 2022
Total AUM$190.6M
Discretionary$0
Non-Disc.$190.6M
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0