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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- TimberPioneer +more
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
About NEW Insight Wealth Advisors
New Insight Wealth Advisors is an independent RIA in the San Francisco Bay Area that works with Charles Schwab to deliver holistic wealth management for tech professionals, small business owners, and families preparing for retirement. The firm provides hands-on financial planning and portfolio guidance, with common planning needs around stock compensation (ISOs/RSUs), real estate investing, tax planning, and retirement strategy.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEONGSOO LEE
Financial Advisor, General Partner, WEALTH ADVISOR
- CRD
- #4544862
- Ownership
- 75% or more
JOSEPHINE H LEE
Chief Compliance Officer, Private Client Advisor
- CRD
- #6421461
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANNA SAYOUNG HONG
--
- CRD
- #8034380
MICHAEL CHUAN CHEN LIN
--
- CRD
- #4803016
Beacon summit
Vector ridge
- CRD
- #87148
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,097,065 | $1,161,291 |
| Non-Discretionary | $21,756,741 | $588,020 |
| Total | $396,853,806 | $1,102,372 |
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Separately Managed Accounts
Total SMA Asset: $396,853,806
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,664,150,423 | 36.2% |
| Public Funds | $790,701,306 | 17.2% |
| Cash | $432,127,458 | 9.4% |
| Private Funds | $1,710,121,428 | 37.2% |
| Total | $4,597,100,615 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON TIMBER | ELEMENT VALUE | RCFRBVQPU | HXR | 5.42% | $24,896,126 |
| GLACIER HARBOR | ALPHA PIONEER | K4GDUWZEU | MSR | 6.34% | $34,268,359 |
| ZENITH GLACIER GLACIER | MATRIX VECTOR | 2UQA8ZB43 | CSSID | 2.15% | $109,279,583 |
| DELTA MATRIX | BEACON DELTA | CCF11N8XD | UCCNZ | 10.89% | $13,608,452 |
| FRONTIER VALUE | MOMENTUM MOMENTUM | 3V3WPKCSM | MTYPZ | 9.77% | $25,567,384 |
| PEAK ATLAS ATLAS | MOMENTUM PIONEER | RV4TEXBC8 | LKI | 4.99% | $65,418,888 |
| UNISON TIMBER | FOCUS MATRIX | J788Q6M4N | XFV | 5.79% | $109,542,734 |
| VERTEX ALPHA | LEGACY VERTEX | IOO63ZWS4 | JIQ | 10.96% | $10,705,386 |