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INSIGHT WEALTH STRATEGIES, LLC
CRD 293644 · SEC 801-112986
2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583, United States
Phone
925-659-8020
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
12 total employees; 6 advisory reps; 48 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $470.3M |
| High net worth individuals | 167 | $593.7M |
States served
AZ, CA, CO, ID, LA, NE, NV, OR, UT, WA, TX, NH
All web addresses on file
- https://www.linkedin.com/in/chad-seegers-crpc-438a6468/
- HTTP://WWW.TWITTER.COM/_INSIGHT2WEALTH
- HTTP://WWW.LINKEDIN.COM/COMPANY/INSIGHT-WEALTH-STRATEGIES/
- HTTP://WWW.INSIGHT2WEALTH.COM
- https://youtube.com/channel/UCAIJYHZloqP_gVO417YLoRg/
- HTTP://WWW.INSTAGRAM.COM/INSIGHTWEALTHSTRATEGIESLLC/
- HTTP://WWW.FACEBOOK.COM/INSIGHT-WEALTH-STRATEGIES-922658667791094/
Official SEC filing: View on IAPD