This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2018
- Office Locations
- 1
Office Locations
About Insideout Wealth Strategies, LLC
InsideOut Wealth Strategies, LLC is a Cupertino, CA registered investment adviser led by founder/CCO and senior wealth manager Keh-Shiou Kirk Leu. The firm provides portfolio management and asset-allocation advice, including insurance planning, for retail and institutional clients with a focus on entrepreneurs. Portfolios emphasize ETFs and index funds (with mutual funds and real estate exposure) and custody is held with firms such as Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEH-SHIOU KIRK LEU
Chief Compliance Officer, Founder, Managing Member, Senior Wealth Manager
- CRD
- #4773449
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Houzhen Yan
--
- CRD
- #8070173
Zhijie Zhuang
--
- CRD
- #8110954
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,284,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,284,713 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing