Hedge Fund Database

INSIGHT WEALTH STRATEGIES, LLC

Adviser information for INSIGHT WEALTH STRATEGIES, LLC last updated from Form ADV on January 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,606 $769.9M
Non-Discretionary 341 $81.9M
Total 1,947 $851.8M

Clients

Type Number RAUM
Individuals 416 $367.0M
HNW Individuals 153 $484.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 61
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112986
SEC ERA File Number 801-112986
SEC CIK Numbers 1749914
SEC CRD Numbers 293644
Legal Entity Identifier None

Principal Office

2603 CAMINO RAMON
SUITE 350
SAN RAMON
CA
United States
Monday - Friday, 8AM-5PM
Tel: 925-659-8020, Fax: None

Websites

www.linkedin.com/in/chad-seegers-crpc-438a6468/ www.twitter.com/_insight2wealth www.linkedin.com/company/insight-wealth-strategies/ www.insight2wealth.com youtube.com/channel/ucaijyhzloqp_gvo417ylorg/ www.instagram.com/insightwealthstrategiesllc/ www.facebook.com/insight-wealth-strategies-922658667791094/

Chief Compliance Officer

ANTHONY ORTALE
2603 CAMINO RAMON
SUITE 350
SAN RAMON
CA
United States
Tel: (925) 659-8127
(Full email address available in API data)

Regulatory Contact

CAMILLE MOBLEY
DIRECTOR OF OPERATIONS
2603 CAMINO RAMON
SUITE 350
SAN RAMON
CA
United States
Tel: 925-659-8128
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CHAZIN, DAVID, NEIL Individual – TRUSTEE 03/2018 25-50%
ORTALE, ANTHONY, ROD Individual – CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER 10/2018 < 5%
STORMONT, BRIAN, KEITH Individual – PARTNER 12/2021 25-50%
SEEGERS, CHAD, GENE Individual – PARTNER 12/2021 25-50%
Chazin, Lynn Individual – TRUSTEE 12/2021 25-50%
CHAZIN FAMILY LIVING TRUST Domestic Entity – TRUST 12/2021 25-50%

No. Employees, Historic

30150201920202021202220232024202520 on 8/15/201920 on 9/20/201922 on 2/14/202022 on 6/5/202022 on 6/30/202022 on 7/1/202022 on 7/2/202022 on 7/13/202022 on 7/14/202022 on 10/22/202022 on 3/5/202124 on 3/29/202116 on 1/25/202216 on 1/26/202216 on 1/27/202216 on 6/3/202216 on 9/7/202215 on 2/14/202315 on 6/1/202315 on 6/6/202315 on 9/12/202315 on 9/12/202315 on 9/18/202314 on 1/22/2024

RAUM, Historic

900M450M02019202020212022202320242025469396132 on 8/15/2019469396132 on 9/20/2019676405376 on 2/14/2020676405376 on 6/5/2020676405376 on 6/30/2020676405376 on 7/1/2020676405376 on 7/2/2020676405376 on 7/13/2020676405376 on 7/14/2020676405376 on 10/22/2020676405376 on 3/5/2021780373193 on 3/29/2021777477686 on 1/25/2022777477686 on 1/26/2022777477686 on 1/27/2022777477686 on 6/3/2022777477686 on 9/7/2022679508142 on 2/14/2023679508142 on 6/1/2023679508142 on 6/6/2023807183902 on 9/12/2023807183902 on 9/12/2023807183902 on 9/18/2023851802511 on 1/22/2024

No. Clients, Historic

80040002019202020212022202320242025573 on 8/15/2019573 on 9/20/2019683 on 2/14/2020683 on 6/5/2020683 on 6/30/2020683 on 7/1/2020683 on 7/2/2020683 on 7/13/2020683 on 7/14/2020683 on 10/22/2020683 on 3/5/2021750 on 3/29/2021549 on 1/25/2022549 on 1/26/2022549 on 1/27/2022549 on 6/3/2022549 on 9/7/2022552 on 2/14/2023552 on 6/1/2023552 on 6/6/2023576 on 9/12/2023576 on 9/12/2023576 on 9/18/2023569 on 1/22/2024

Holdings

From latest 13F, filed July 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 2M 8K 0
ADVANCED MICRO DEVICES INC COM 2M 10K 0
ALPHABET INC CAP STK CL A 4M 23K 0
ALPHABET INC CAP STK CL C 924K 5K 0
AMAZON COM INC COM 5M 27K 0
AMERICAN CENTY ETF TR US SML CP VALU 11M 119K 0
AMERICAN EXPRESS CO COM 5M 19K 0
AMERICAN TOWER CORP NEW COM 2M 11K 0
AMGEN INC COM 4M 12K 0
APPLE INC COM 12M 59K 0
ARCH CAP GROUP LTD ORD 3M 25K 0
ATI INC COM 3M 45K 0
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 0
BIO RAD LABS INC CL A 247K 906 0
BLACKROCK ETF TRUST US CARBON TRANS 308K 5K 0
BLACKROCK MUNIYILD QULT FD I COM 252K 20K 0
BROADCOM INC COM 5M 3K 0
BROWN & BROWN INC COM 2M 28K 0
CAMBRIA ETF TR CAMBRIA FGN SHR 5M 198K 0
CARDINAL HEALTH INC COM 2M 19K 0
CATERPILLAR INC COM 2M 6K 0
CDW CORP COM 4M 17K 0
CENCORA INC COM 2M 9K 0
CHEVRON CORP NEW COM 31M 199K 0
CHORD ENERGY CORPORATION COM NEW 2M 12K 0
CINTAS CORP COM 4M 5K 0
DEERE & CO COM 2M 6K 0
DIODES INC COM 2M 32K 0
DOLLAR GEN CORP NEW COM 1M 11K 0
ELEVANCE HEALTH INC COM 2M 3K 0
ELI LILLY & CO COM 201K 222 0
EXXON MOBIL CORP COM 2M 15K 0
FERGUSON PLC NEW SHS 2M 10K 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 669K 15K 0
FIDELITY NATL INFORMATION SV COM 2M 31K 0
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 2M 35K 0
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 518K 11K 0
FLUOR CORP NEW COM 1M 28K 0
FORTINET INC COM 1M 23K 0
GALLAGHER ARTHUR J & CO COM 2M 9K 0
GOLDMAN SACHS ETF TR ACTIVEBETA INT 25M 740K 0
GRAINGER W W INC COM 4M 4K 0
HARTFORD FINL SVCS GROUP INC COM 1M 15K 0
HCA HEALTHCARE INC COM 2M 7K 0
HERSHEY CO COM 2M 11K 0
HEWLETT PACKARD ENTERPRISE C COM 2M 116K 0
HOME DEPOT INC COM 4M 11K 0
HONEYWELL INTL INC COM 2M 9K 0
IDEXX LABS INC COM 1M 3K 0
INGREDION INC COM 2M 14K 0
INTERACTIVE BROKERS GROUP IN COM CL A 2M 19K 0
INTERCONTINENTAL EXCHANGE IN COM 2M 16K 0
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 5M 100K 0
INVESCO MUNI INCOME OPP TRST COM 242K 38K 0
INVESCO QQQ TR UNIT SER 1 2M 5K 0
ISHARES INC MSCI JPN ETF NEW 6M 93K 0
ISHARES TR MSCI INTL QUALTY 259K 7K 0
ISHARES TR MSCI USA MMENTM 26M 135K 0
ISHARES TR CORE S&P500 ETF 930K 2K 0
ISHARES TR MSCI EAFE ETF 504K 6K 0
ISHARES TR 20 YR TR BD ETF 20M 214K 0
ISHARES TR MBS ETF 4M 41K 0
ISHARES TR RUS 1000 GRW ETF 1M 3K 0
ISHARES TR RUSSELL 2000 ETF 308K 2K 0
ISHARES TR RUS TP200 GR ETF 4M 20K 0
ISHARES TR S&P 500 GRWT ETF 502K 5K 0
ISHARES TR TRS FLT RT BD 12M 227K 0
ISHARES TR CORE S&P SCP ETF 11M 105K 0
ISHARES TR FLTG RATE NT ETF 4M 72K 0
ISHARES TR MSCI EAFE MIN VL 440K 6K 0
ISHARES TR 1 3 YR TREAS BD 9M 104K 0
ISHARES TR CORE S&P US GWT 751K 6K 0
ISHARES TR PFD AND INCM SEC 31M 973K 0
ISHARES TR CORE DIV GRWTH 698K 12K 0
ISHARES TR IBOXX INV CP ETF 28M 265K 0
ISHARES TR 7-10 YR TRSY BD 17M 186K 0
ISHARES TR MSCI USA MIN VOL 26M 308K 0
ISHARES TR NATIONAL MUN ETF 4M 35K 0
ISHARES TR TIPS BD ETF 13M 124K 0
ISHARES TR SELECT DIVID ETF 399K 3K 0
ISHARES TR MSCI KLD400 SOC 208K 2K 0
ISHARES TR JPMORGAN USD EMG 3M 38K 0
ISHARES TR MSCI USA QLT FCT 26M 150K 0
ISHARES TR HIGH YLD SYSTM B 3M 70K 0
JABIL INC COM 2M 17K 0
JANUS DETROIT STR TR HENDRSON AAA CL 17M 335K 0
JPMORGAN CHASE & CO COM 2M 12K 0
KLA CORP COM NEW 4M 5K 0
LAM RESEARCH CORP COM 9M 8K 0
LAMB WESTON HLDGS INC COM 4M 43K 0
LEGG MASON ETF INVT FRANKLIN INTL LW 13M 438K 0
LEIDOS HOLDINGS INC COM 255K 2K 0
LINDE PLC SHS 2M 4K 0
LOWES COS INC COM 201K 911 0
MCKESSON CORP COM 4M 7K 0
MERCADOLIBRE INC COM 4M 2K 0
META PLATFORMS INC CL A 529K 1K 0
MICROSOFT CORP COM 5M 12K 0
MOLINA HEALTHCARE INC COM 2M 7K 0
MOODYS CORP COM 4M 10K 0
MOTOROLA SOLUTIONS INC COM NEW 4M 12K 0
MUELLER INDS INC COM 2M 43K 0
NETAPP INC COM 3M 20K 0
NETFLIX INC COM 435K 644 0
NORTHERN OIL & GAS INC COM 1M 27K 0
NVIDIA CORPORATION COM 4M 33K 0
OLD REP INTL CORP COM 2M 69K 0
ON SEMICONDUCTOR CORP COM 2M 30K 0
ORACLE CORP COM 2M 14K 0
PACCAR INC COM 2M 19K 0
PALANTIR TECHNOLOGIES INC CL A 2M 97K 0
PAYONEER GLOBAL INC COM 2M 363K 0
PDD HOLDINGS INC SPONSORED ADS 4M 27K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 224K 2K 0
SELECT SECTOR SPDR TR COMMUNICATION 7M 80K 0
SELECT SECTOR SPDR TR INDL 10M 86K 0
SELECT SECTOR SPDR TR FINANCIAL 9M 210K 0
SHERWIN WILLIAMS CO COM 4M 12K 0
SHIFT4 PMTS INC CL A 788K 11K 0
SM ENERGY CO COM 2M 46K 0
SPDR S&P 500 ETF TR TR UNIT 2M 4K 0
SPDR SER TR S&P OILGAS EXP 8M 56K 0
SPDR SER TR NUVEEN BLOOMBERG 451K 18K 0
SPDR SER TR PRTFLO S&P500 GW 286K 4K 0
SPDR SER TR S&P DIVID ETF 308K 2K 0
SPDR SER TR BBG CONV SEC ETF 816K 11K 0
SPDR SER TR BLOOMBERG HIGH Y 3M 35K 0
STRATEGY SHS NS 7HANDL IDX 431K 20K 0
SYSCO CORP COM 6M 80K 0
TARGA RES CORP COM 314K 2K 0
TARGET CORP COM 2M 17K 0
TELLURIAN INC NEW COM 7K 10K 0
TESLA INC COM 555K 3K 0
TEXAS INSTRS INC COM 2M 11K 0
TJX COS INC NEW COM 3M 28K 0
TRANSDIGM GROUP INC COM 1M 1K 0
UNION PAC CORP COM 2M 9K 0
UNITEDHEALTH GROUP INC COM 3M 6K 0
VALARIS LTD CL A 555K 7K 0
VANECK ETF TRUST SEMICONDUCTR ETF 242K 928 0
VANECK ETF TRUST HIGH YLD MUNIETF 4M 82K 0
VANECK ETF TRUST IG FLOATING RATE 20M 787K 0
VANGUARD INDEX FDS GROWTH ETF 443K 1K 0
VANGUARD INDEX FDS TOTAL STK MKT 207K 775 0
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 3M 68K 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 16M 214K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 664K 4K 0
VANGUARD WHITEHALL FDS INTL DVD ETF 25M 308K 0
VANGUARD WORLD FD INF TECH ETF 547K 948 0
VERRA MOBILITY CORP CL A COM STK 3M 93K 0
VISA INC COM CL A 474K 2K 0
WALMART INC COM 2M 26K 0
WASTE MGMT INC DEL COM 2M 11K 0
WEC ENERGY GROUP INC COM 335K 4K 0
WESTROCK CO COM 2M 40K 0
WISDOMTREE TR US EFFICIENT COR 1M 29K 0