New Insight Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
New Insight Wealth Advisors reports 375 clients. They include 188 individual clients, 164 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 94.5% ($375M across 323 accounts) are managed with discretion; $21.8M across 37 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 16% |
| High-net-worth individuals | 44% | 77% |
| Pension and profit-sharing plans | 3% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 188 | $61.7M | 15.5% | $328K |
| High-net-worth individuals | 164 | $307M | 77.4% | $1.87M |
| Pension and profit-sharing plans | 11 | $13.4M | 3.4% | $1.22M |
| Charitable organizations | Fewer than 5 | $140K | 0.0% | $140K |
| Corporations and other businesses | 11 | $14.6M | 3.7% | $1.33M |
| Total | 375 | $397M | 100% | — |
- Clients
- 188
- Regulatory AUM
- $61.7M
- AUM share
- 15.5%
- Avg. per client
- $328K
- Clients
- 164
- Regulatory AUM
- $307M
- AUM share
- 77.4%
- Avg. per client
- $1.87M
- Clients
- 11
- Regulatory AUM
- $13.4M
- AUM share
- 3.4%
- Avg. per client
- $1.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $140K
- AUM share
- 0.0%
- Avg. per client
- $140K
- Clients
- 11
- Regulatory AUM
- $14.6M
- AUM share
- 3.7%
- Avg. per client
- $1.33M
Total
- Clients
- 375
- Regulatory AUM
- $397M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
New Insight Wealth Advisors charges 0.70%–1.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Seongsoo Lee owns 75% or more of New Insight Wealth Advisors. The leadership team of New Insight Wealth Advisors includes Chief Compliance Officer Josephine Lee. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 75% or more of New Insight Wealth Advisors
Seongsoo Lee
Control person · since December 2021
New Insight Wealth Advisors’ regulatory assets grew 2.1× from $191M (April 2022) to $397M (September 2026); clients rose from 274 to 375 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $397M | 375 | 7 | 1 |
| May 2025May 2025 | $339M | 356 | 8 | 1 |
| Jul 2024July 2024 | $258M | 323 | 7 | 1 |
| Mar 2023March 2023 | $197M | 321 | 6 | 1 |
| Apr 2022April 2022 | $191M | 274 | 6 | 1 |
Besides its headquarters, New Insight Wealth Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3160 Crow Canyon RD, Suite 330b, San RamonHQ
Contact and registration details
- Legal name
- New Insight Wealth Advisors
- Headquarters
- 3160 Crow Canyon RD, Suite 330b, San Ramon, CA 94583
- Website
- newinsightwealth.com
- Phone
- 925-236-2525
- @new-insight-wealth
- SEC file
- 801-123002
- Founded
- 2021
- Structure
- California corporation
- Fiscal year end
- December
New Insight Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($395M). New Insight Wealth Advisors has custody of $252M for 287 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $395M100%
At year end, New Insight Wealth Advisors’ separately managed accounts were mostly in stocks (80%) and funds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $339M across 120 positions; the largest are iShares TR (12.3%), Fidelity Merrimack Str TR (5.6%) and Vanguard Index Fds (5.1%).
What the accounts hold
- Stocks80%
- Funds11%
- Registered funds10%
- Pooled vehicles1%
- Cash9%
How many clients does New Insight Wealth Advisors have?
New Insight Wealth Advisors has 375 clients and manages $397 million for them, as of September 2026. They include 188 individual clients, 164 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does New Insight Wealth Advisors offer?
New Insight Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
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 New Insight Wealth Advisors charge?
New Insight Wealth Advisors charges 0.70%–1.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE - NEW INSIGHT WEALTH ADVISORS, filed 18 September 2026
Which custodians does New Insight Wealth Advisors use?
New Insight Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $395M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does New Insight Wealth Advisors have?
New Insight Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are 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 New Insight Wealth Advisors invest in?
At the end of its last fiscal year, New Insight Wealth Advisors’ separately managed accounts held 80% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns New Insight Wealth Advisors?
New Insight Wealth Advisors’ direct owner is Seongsoo Lee (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does New Insight Wealth Advisors get paid?
New Insight Wealth Advisors 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 New Insight Wealth Advisors?
New Insight Wealth Advisors’ main office is at 3160 Crow Canyon RD, Suite 330b, San Ramon, CA 94583. Its phone number is 925-236-2525. Its website is newinsightwealth.com.