NEW INSIGHT WEALTH ADVISORS

CRD 318083File 801-123002

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$396.9M

Below cohort median (national)

Discretionary AUM

$375.1M

Non-discretionary $21.8M

Clients

375

360 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 7, 2022
Principal office: 111 DEERWOOD ROAD, SUITE 250, SAN RAMON, CA, 94583
Phone: 925-236-2525
Website: https://www.linkedin.com/company/new-insight-wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $396.9M
Discretionary AUM: $375.1M
Non-discretionary AUM: $21.8M
Discretionary accounts: 323
Non-discretionary accounts: 37
Total accounts: 360
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$14.6M
Charitable organizations	Fewer than 5	$140K
High net worth individuals	164	$307.0M
Pension and profit sharing plans	11	$13.4M
Individuals (other than high net worth individuals)	188	$61.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.