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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JOSEPHINE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
| LEE, SEONGSOO | I | WEALTH ADVISOR | E | Control |
Registrations
Federal
IA
May 6, 2025 REGISTERED
Notice Filings (4)
CA NE NY TX
Address
111 DEERWOOD ROADSUITE 250
SAN RAMON, CA 94583
United States
Phone: 925-236-2525