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Seongsoo Lee

Wealth AdvisorNew Insight Wealth AdvisorsCRD 4544862

About Seongsoo Lee

Seongsoo Lee is listed as Wealth Advisor at New Insight Wealth Advisors in San Ramon, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of New Insight Wealth Advisors
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Seongsoo Lee work?

Seongsoo Lee is listed as Wealth Advisor at New Insight Wealth Advisors on SEC Form ADV.

How much of New Insight Wealth Advisors does Seongsoo Lee own?

Form ADV reports a beneficial ownership band of Over 75%.

New Insight Wealth Advisors

TitleWealth Advisor
OwnershipOver 75%
Control personYes
Since2021
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