NEW INSIGHT WEALTH ADVISORS

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	254	$207.4M
Non-Discretionary	77	$50.9M
Total	331	$258.3M

Clients

Type	Number	RAUM
Individuals	105	$66.1M
HNW Individuals	208	$181.7M
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	10	$9.6M
Charitable organizations	<5	$131,600
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	<5	$856,000
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-123002
SEC ERA File Number	801-123002
SEC CIK Numbers	2022328
SEC CRD Numbers	318083
Legal Entity Identifier	None

Principal Office

111 DEERWOOD ROAD
SUITE 250
SAN RAMON
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic