$1.1B Total AUM
$1.1B Disc. AUM
9.9% 3Y CAGR
12 Employees
615 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- ValueTimber meridian
- Established Date
- 04-27-2018
- Office Locations
- 1
Office Locations
2603 Camino Ramon Suite 350 SAN Ramon CA
About Insight Wealth Strategies, LLC
Insight Wealth Strategies is a San Ramon, CA fee-only fiduciary RIA providing financial planning and ongoing portfolio management, from cash-flow/budgeting to diversified investment portfolios. The team includes CFP®, CRPC®, and CFA credentialholders and serves retail investors, including business owners and entrepreneurs. Portfolios commonly use ETFs and public funds, with custody through major platforms such as Schwab and Fidelity.
Team overview
41 AVG AGE
$177.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.2 yrs AVG TENURE
12 Employees
6 Advisory Reps
8 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Bridge timber Zenith Pathway harbor Meridian alpha Prime Beacon
Client Personas
Wave pioneer
Custodian
Frontier horizon
Investment Themes
Wave Unison Signal north
Investment Vehicles
Oak Summit
Services
Ridge Horizon prime Crest glacier Glacier prime Pathway Glacier legacy Atlas Value insight Harbor atlas
Technology
Zenith unison Beacon vertex
Owner & Executives
C
CHAD GENE SEEGERS
Advisor, PARTNER
- CRD
- #4988340
- Ownership
- 50% but less than 75%
(469) 897-9577
vertex.alpha@wavecapital.com
in linkedin.com/in/matrix-atlas
B
BRIAN KEITH STORMONT
Advisor, PARTNER
- CRD
- #4081824
- Ownership
- 50% but less than 75%
(725) 836-6010
timber.pathway@peakcapital.com
in linkedin.com/in/bridge-wave
E
Element atlas
Pathway value
- CRD
- #16866
- Ownership
- 44.2%
(572) 844-8366
catalyst.matrix@pioneercapital.com
in linkedin.com/in/signal-crest
Showing 2 of 4 owners & executives
Unlock allContacts
R
ROBERT MICHAEL AGORASTOS
Advisor
- CRD
- #6254130
(781) 706-9763
summit.insight@bridgecapital.com
in linkedin.com/in/meridian-beacon
C
Cole Edward Durkin
Portfolio Manager
- CRD
- #6616458
(961) 654-8753
atlas.bridge@glaciercapital.com
in linkedin.com/in/ridge-capital
B
Bridge ridge
Horizon timber bridge
- CRD
- #45954
(253) 670-2305
zenith.ridge@insightcapital.com
in linkedin.com/in/crest-delta
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,063,992,397 | $522,077 |
| Non-Discretionary | $0 | -- |
| Total | $1,063,992,397 | $522,077 |
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Separately Managed Accounts
Total SMA Asset: $1,063,992,397
Public Funds:
12.3% Equity - Exchange:
20.3% Other:
8.8% Cash:
8.8% Corporate - Investment Grade:
9.1% U.S. Government/Agency:
9.2% Derivatives:
10.9% Other:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $908,085,852 | 12.3% |
| Equity - Exchange | $1,498,710,796 | 20.3% |
| Other | $649,687,439 | 8.8% |
| Cash | $649,687,439 | 8.8% |
| Corporate - Investment Grade | $671,835,874 | 9.1% |
| U.S. Government/Agency | $679,218,686 | 9.2% |
| Derivatives | $804,726,487 | 10.9% |
| Other | $1,520,859,232 | 20.6% |
| Total | $7,382,811,805 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER EMBER | DELTA SUMMIT | 397JVUZNT | NUB | 1.82% | $84,523,846 |
| PATHWAY EAGLE OPTIMA | MATRIX CATALYST | V81ZV007C | RUO | 4.99% | $53,960,777 |
| CREST CREST | MERIDIAN CATALYST | T34JMDSOO | OFAON | 8.59% | $30,533,255 |
| MATRIX DELTA | CREST ZENITH | KRTQJVFP8 | KPQM | 2.66% | $42,479,070 |
| FRONTIER HARBOR | OPTIMA GLACIER | MFW97WGDU | ASGQA | 4.61% | $114,079,519 |
| CREST CATALYST | VERTEX GLACIER | RWFOAR9LO | KOL | 8.46% | $81,698,467 |
| PIONEER ALPHA MOMENTUM | WAVE ALPHA | DXH0DAVK9 | RYFLW | 8.01% | $28,533,874 |
| EAGLE WAVE CREST | TIMBER ATLAS | EUT3UTGY2 | MSF | 7.28% | $87,068,230 |