| Name | Title | Ownership | Since |
|---|---|---|---|
| Josephine H Lee Control | Chief Compliance Officer | Under 5% | 2021 |
| Seongsoo Lee Control | Wealth Advisor | Over 75% | 2021 |
New Insight Wealth Advisors reports $338.8 million in regulatory assets under management on its Form ADV.
New Insight Wealth Advisors reports 8 employees.
New Insight Wealth Advisors is based in San Ramon, CA and has been SEC-registered since 2022.
New Insight Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 Deerwood Road, Suite 250, San Ramon, CA 94583 |
| Phone | 925-236-2525 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $280.3M |
| Non-discretionary | $58.6M |
| Total (RAUM) | $338.8M |