Data / Investment advisers / California / New Insight Wealth Advisors
New Insight Wealth Advisors, San Ramon, CA: $397 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New Insight Wealth Advisors is an SEC registered investment adviser with its main office in San Ramon, California and reports $397 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch New Insight Wealth Advisors (CRD number 318083): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318083
- SEC file number
- 801-123002
- SEC status
- Approved, effective January 7, 2022
- Main office
- 3160 Crow Canyon Rd Suite 330b, San Ramon, CA 94583
- Phone
- (925) 236-2525
- Regulatory AUM
- $396,853,806 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $375,097,065
- Non discretionary AUM
- $21,756,741
- Accounts
- 360
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $307 million |
| Individuals (other than high net worth individuals) | 188 | $61.7 million |
| Corporations or other businesses | 11 | $14.6 million |
| Pension and profit sharing plans | 11 | $13.4 million |
| Charitable organizations | 1 | $140,470 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $396.9 million | March 25, 2026 |
| December 1, 2025 | $338.8 million | May 6, 2025 |
Other advisers in San Ramon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| California Financial Advisors | San Ramon | $2.26 billion | Not listed | adviserinfo.sec.gov |
| Insight Wealth Strategies, LLC | San Ramon | $1.22 billion | Not listed | adviserinfo.sec.gov |
| American Investors Co | San Ramon | $630.7 million | Not listed | adviserinfo.sec.gov |
| Prosperity Financial Group, Inc. | San Ramon | $503 million | Not listed | adviserinfo.sec.gov |
| Accretive Wealth Management, LLC | San Ramon | $290.7 million | Not listed | adviserinfo.sec.gov |
| Auspicious Financial Planning, LLC | San Ramon | $278 million | Not listed | adviserinfo.sec.gov |
| Carey Wealth Management | San Ramon | $222.8 million | Not listed | adviserinfo.sec.gov |
| Alcosta Capital Management, Inc. | San Ramon | $210.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Ramon, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- New Insight Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.