Insight Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars, education planning, insurance, and retirement plan services. Financial planning was provided to 51–100 clients last fiscal year.
Insight Wealth Strategies reports 585 clients. They include 404 individual clients, 180 high-net-worth individuals and 1 other client. Of its assets, 100.0% ($1.22B across 2,042 accounts) are managed with discretion. It advised 48 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 45% |
| High-net-worth individuals | 31% | 55% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 404 | $548M | 44.8% | $1.36M |
| High-net-worth individuals | 180 | $675M | 55.1% | $3.75M |
| Other | 1 | $987K | 0.1% | $987K |
| Total | 585 | $1.22B | 100% | $2.09M |
- Clients
- 404
- Regulatory AUM
- $548M
- AUM share
- 44.8%
- Avg. per client
- $1.36M
- Clients
- 180
- Regulatory AUM
- $675M
- AUM share
- 55.1%
- Avg. per client
- $3.75M
- Clients
- 1
- Regulatory AUM
- $987K
- AUM share
- 0.1%
- Avg. per client
- $987K
Total
- Clients
- 585
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- $2.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 48
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Insight Wealth Strategies charges up to 1.00% a year for its Asset Management. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed hourly at no more than $500 an hour, or as a flat fee of no more than $50,000.
Brian Stormont owns 50% to 75% of Insight Wealth Strategies. Anthony Ortale is CEO. It has 12 employees, 6 of them in advisory roles.
Staff
- 12 employees
- 6 in advisory functions
- 8 state-registered reps
- Owns 50% to 75% of Insight Wealth Strategies, LLC
Brian Stormont
Control person · since December 2021
- Owns 50% to 75% of Insight Wealth Strategies, LLC
Chad Seegers
Control person · since December 2021
Insight Wealth Strategies’ regulatory assets grew 1.6× from $780M (March 2021) to $1.22B (September 2026); clients fell from 750 to 585 and employees from 24 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.22B | 585 | 12 | 2 |
| Feb 2025February 2025 | $932M | 566 | 12 | 2 |
| Jan 2024January 2024 | $852M | 569 | 14 | 2 |
| Jun 2023June 2023 | $680M | 552 | 15 | 2 |
| Jun 2022June 2022 | $777M | 549 | 16 | 3 |
| Mar 2021March 2021 | $780M | 750 | 24 | 3 |
Besides its headquarters, Insight Wealth Strategies has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- 2603 Camino Ramon, Suite 350, San RamonHQ
Texas · 1 listed address
- 1800 W. Loop South, Houston
Contact and registration details
- Legal name
- Insight Wealth Strategies, LLC
- Headquarters
- 2603 Camino Ramon, Suite 350, San Ramon, CA 94583
- Website
- insightwealthstrategies.com
- Phone
- 925-659-8020
- @insight-wealth-strategies
- SEC file
- 801-112986
- Founded
- 2018
- Structure
- California LLC
- Fiscal year end
- December
Insight Wealth Strategies’ named custodian for separately managed accounts is Fidelity ($951M). Insight Wealth Strategies has custody of $38.7M for 49 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $951M100%
At year end, Insight Wealth Strategies’ separately managed accounts were largely in funds (43%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.02B across 183 positions; the largest are Pgim ETF TR (3.3%), Invesco Exch Traded FD TR II (3.3%) and Blackrock ETF Trust (3.2%).
What the accounts hold
- Stocks32%
- Exchange-traded equities31%
- Non-exchange-traded equities1%
- Funds43%
- Bonds5%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash6%
- Other14%
- Variable annuities13%
- Derivatives1%
How many clients does Insight Wealth Strategies have?
Insight Wealth Strategies has 585 clients and manages $1.22 billion for them, as of September 2026. They include 404 individual clients, 180 high-net-worth individuals and 1 other client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Insight Wealth Strategies offer?
Insight Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars, education planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Insight Wealth Strategies charge?
Insight Wealth Strategies charges up to 1.00% a year for its Asset Management. The fee is billed in arrears.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 2 February 2026
Which custodians does Insight Wealth Strategies use?
Insight Wealth Strategies’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $951M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Insight Wealth Strategies have?
Insight Wealth Strategies has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Insight Wealth Strategies invest in?
At the end of its last fiscal year, Insight Wealth Strategies’ separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 13% other, 6% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% derivatives. The 13% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight Wealth Strategies?
Insight Wealth Strategies’ direct owners are Brian Stormont (50% to 75%) and Chad Seegers (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Insight Wealth Strategies get paid?
Insight Wealth Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Insight Wealth Strategies?
Insight Wealth Strategies’ main office is at 2603 Camino Ramon, Suite 350, San Ramon, CA 94583. Its phone number is 925-659-8020. Its website is insightwealthstrategies.com.