Developer docs
API playgroundTry for free, no card

Search company profiles

Insight Wealth Strategies

Full company profile

uuid000pw9g

Namestring
Insight Wealth Strategies
Legal namestring
Insight Wealth Strategies, LLC
Websiteurl
insight2wealth.com
Company typeenum
Private
Founded yearint
2002
Descriptiontext

Insight Wealth Strategies, LLC is a fee-only fiduciary Registered Investment Advisor founded in 2002 and headquartered in San Ramon, California, with a second office in Houston, Texas. The firm delivers comprehensive financial planning, retirement planning, investment management, tax strategies, estate planning, and risk management services to high-net-worth individuals, pre- and post-retirees, corporate executives, and employees with complex employer-specific compensation packages. It is SEC-registered as an RIA, with no commission-based revenue and no proprietary technology platform.

The firm's core differentiator is vertical specialization in employer-specific compensation programs, most notably for oil and gas employees (Chevron, Hess, Marathon Oil) and national laboratory staff (Lawrence Livermore National Laboratory). Disclosed scale includes 500+ Chevron clients served since 2002 and 200+ LLNL clients, supported by a leadership team holding CFP®, CRPC®, and CFA® designations. Marketing and client acquisition combine referral networks within these employer communities with a content-led motion — blog, Segment Rate Newsletter, webinars, and active social channels (Facebook, Instagram, YouTube, LinkedIn).

The business model is straightforward subscription-recurring revenue based on a percentage of assets under management. Pricing tiers are not publicly disclosed. The firm has no external institutional investors, no subsidiaries, no patents, and no disclosed funding rounds; ownership appears founder/partnership-based. Recognition includes Forbes' 2023 list of America's Top RIA Firms. The firm claims the ability to serve clients nationally from its two offices, though current geographic operations are concentrated in the California Bay Area and Texas.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSan Ramon, United States
HQ citystring
San Ramon
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, retirement planning, investment management, wealth management, tax strategies
Industry3 codes
PRIMARYFSAAAAAJ
Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAAAAAF
Financial Planning & Goals-Based Advice (Mass Affluent)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAEAAAE
Tax-Aware Investment Planning
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management & Financial Advisory Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Asset Under Management (AUM) Fees
TypeSubscription Recurring
Description

Fee-only financial advisors compensated by clients directly, primarily through a percentage of assets under management. This aligns advisor interests with client portfolio growth.

insight2wealth.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Percentage of Assets Under Management
ModelSubscriptionBilling cadenceAnnual
Notes

Fee-only advisors receive compensation as a percentage of assets they manage, not through commissions on financial products.

insight2wealth.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Insight Wealth Strategies is a fee-only fiduciary registered investment advisor that delivers comprehensive financial planning, retirement planning, investment management, tax strategies, estate planning, and risk management to high-net-worth individuals, pre- and post-retirees, and corporate executives. The firm specializes in optimizing employer-specific compensation packages, particularly for Chevron, Hess, Marathon Oil, and Lawrence Livermore National Laboratory employees.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Over 500 Chevron employees served since 2002
+1 more record
Product overview1 text field

Insight Wealth Strategies offers a suite of financial advisory services centered on fiduciary wealth management and retirement planning. The core offerings include Financial Planning, Retirement Planning, Investment Management, Tax Strategies, Estate Planning, and Risk Management, delivered as integrated service lines. Additional offerings include 401(k) Rollover guidance and specialized Wealth Management for high-net-worth individuals. The firm operates as a fee-only registered investment advisor, combining these services into comprehensive financial plans tailored to individual client circumstances and goals.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Insight Wealth Strategies

Wealth Management & Financial Advisory Servicesinsight2wealth.com

What Insight Wealth Strategies does

Insight Wealth Strategies, LLC is a fee-only fiduciary Registered Investment Advisor founded in 2002 and headquartered in San Ramon, California, with a second office in Houston, Texas. The firm delivers comprehensive financial planning, retirement planning, investment management, tax strategies, estate planning, and risk management services to high-net-worth individuals, pre- and post-retirees, corporate executives, and employees with complex employer-specific compensation packages. It is SEC-registered as an RIA, with no commission-based revenue and no proprietary technology platform.

The firm's core differentiator is vertical specialization in employer-specific compensation programs, most notably for oil and gas employees (Chevron, Hess, Marathon Oil) and national laboratory staff (Lawrence Livermore National Laboratory). Disclosed scale includes 500+ Chevron clients served since 2002 and 200+ LLNL clients, supported by a leadership team holding CFP®, CRPC®, and CFA® designations. Marketing and client acquisition combine referral networks within these employer communities with a content-led motion — blog, Segment Rate Newsletter, webinars, and active social channels (Facebook, Instagram, YouTube, LinkedIn).

The business model is straightforward subscription-recurring revenue based on a percentage of assets under management. Pricing tiers are not publicly disclosed. The firm has no external institutional investors, no subsidiaries, no patents, and no disclosed funding rounds; ownership appears founder/partnership-based. Recognition includes Forbes' 2023 list of America's Top RIA Firms. The firm claims the ability to serve clients nationally from its two offices, though current geographic operations are concentrated in the California Bay Area and Texas.

Insight Wealth Strategies firmographics

Firmographics
Name
Insight Wealth Strategies
Legal name
Insight Wealth Strategies, LLC
Website
https://insight2wealth.com
Company type
Private
Founded year
2002
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Insight Wealth Strategies industry classification

Industry
Product category
Wealth Management & Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAAAAAJ
Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAAAAAF
Financial Planning & Goals-Based Advice (Mass Affluent)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAEAAAE
Tax-Aware Investment Planning
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

  • Financial planning services
  • Retirement planning
  • Investment management
  • Wealth management
  • Tax strategies

Where Insight Wealth Strategies is headquartered

Location

Headquarters

HQ city
San Ramon
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Insight Wealth Strategies business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Asset Under Management (AUM) Fees: Fee-only financial advisors compensated by clients directly, primarily through a percentage of assets under management. This aligns advisor interests with client portfolio growth.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualPercentage of Assets Under Management

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Insight Wealth Strategies product offering

Product offering

Core offering

Insight Wealth Strategies is a fee-only fiduciary registered investment advisor that delivers comprehensive financial planning, retirement planning, investment management, tax strategies, estate planning, and risk management to high-net-worth individuals, pre- and post-retirees, and corporate executives. The firm specializes in optimizing employer-specific compensation packages, particularly for Chevron, Hess, Marathon Oil, and Lawrence Livermore National Laboratory employees.

Product overview

Insight Wealth Strategies offers a suite of financial advisory services centered on fiduciary wealth management and retirement planning. The core offerings include Financial Planning, Retirement Planning, Investment Management, Tax Strategies, Estate Planning, and Risk Management, delivered as integrated service lines. Additional offerings include 401(k) Rollover guidance and specialized Wealth Management for high-net-worth individuals. The firm operates as a fee-only registered investment advisor, combining these services into comprehensive financial plans tailored to individual client circumstances and goals.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

  • Over 500 Chevron employees served since 2002
  • +1 more outcomes

Companies that use Insight Wealth Strategies

Customer profile

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Insight Wealth Strategies technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Insight Wealth Strategies partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Insight Wealth Strategies competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Insight Wealth Strategies social profiles

Digital presence

Insight Wealth Strategies compliance and trust

Trust signal

Compliance1 record

Insight Wealth Strategies financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Insight Wealth Strategies leadership team

Management profile

Number of profiles

Profiles4 records

Insight Wealth Strategies funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Insight Wealth Strategies M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Wealth Strategies

What does Insight Wealth Strategies do?

Insight Wealth Strategies is a fee-only fiduciary registered investment advisor that delivers comprehensive financial planning, retirement planning, investment management, tax strategies, estate planning, and risk management to high-net-worth individuals, pre- and post-retirees, and corporate executives. The firm specializes in optimizing employer-specific compensation packages, particularly for Chevron, Hess, Marathon Oil, and Lawrence Livermore National Laboratory employees.

Is Insight Wealth Strategies a public or private company?

Insight Wealth Strategies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Insight Wealth Strategies founded?

Insight Wealth Strategies was founded in 2002. It employs 11 to 50 people.

Where is Insight Wealth Strategies based?

Insight Wealth Strategies is headquartered in San Ramon, United States, in the North America region.

How does Insight Wealth Strategies make money?

One revenue line is on record: asset Under Management (AUM) Fees.

Does Insight Wealth Strategies have an API?

No public API is recorded for Insight Wealth Strategies.

What industry is Insight Wealth Strategies in?

Insight Wealth Strategies's product category is Wealth Management & Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 52394 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
Ticker ReportPacer Swan SOS Moderate (January) ETF (BATS:PSMD) Stock Jumps 0.1% – Time to Buy?Pacer Swan SOS Moderate (January) ETF stock rose 0.1% to $35.38 on Thursday, with midday volume down 87% from average. Several hedge funds increased their stakes, including Pacer Advisors and Insight Wealth Strategies, while the fund tracks the SPDR S&P 500 ETF Trust.Ticker ReportInsight Wealth Strategies LLC Decreases Stock Position in Chevron Corporation $CVXInsight Wealth Strategies LLC cut its Chevron stake by 5.5% in Q3, selling 9,446 shares and leaving with 161,957 shares worth $33.07 million. Insiders sold 1,152,582 shares in the last 90 days, and analysts rate the stock a Moderate Buy with a $210.24 price target.Markets DailyFortinet, Inc. $FTNT Stock Position Decreased by Insight Wealth Strategies LLCInsight Wealth Strategies LLC reduced its Fortinet stake by 22.9% in Q3, selling 13,281 shares. Other institutional investors also adjusted positions, while insiders sold 221,303 shares in the last quarter. Analysts rate the stock a consensus 'Hold' with a target price of $152.79.Markets Daily1,138,827 Shares of VanEck IG Floating Rate ETF $FLTR Bought by Insight Wealth Strategies LLCInsight Wealth Strategies LLC acquired a new stake in VanEck IG Floating Rate ETF during Q3, purchasing 1,138,827 shares valued at approximately $29.1 million. The position represents about 2.9% of the firm's holdings, making it its eighth-largest. Other institutional investors also adjusted their positions in the fund.Markets Daily256,154 Shares of Pagaya Technologies Ltd. $PGY Purchased by Insight Wealth Strategies LLCInsight Wealth Strategies acquired 256,154 shares of Pagaya Technologies in Q3, valued at about $4.4 million. Other institutional investors also increased stakes, and the stock traded down 0.4% to $18.19. Analysts have a consensus Buy rating with an average target price of $31.12.Markets DailyVanguard Mortgage-Backed Securities ETF $VMBS Shares Newly Acquired by Insight Wealth Strategies LLCInsight Wealth Strategies LLC acquired a new stake in Vanguard Mortgage-Backed Securities ETF during Q3, purchasing 397,559 shares valued at approximately $17.656 million. The fund now represents about 1.8% of the company's portfolio, making it its 17th largest holding. Other institutional investors also adjusted their positions in the ETF.Markets DailyInsight Wealth Strategies LLC Reduces Holdings in DigitalOcean Holdings, Inc. $DOCNInsight Wealth Strategies LLC cut its DigitalOcean stake by 94.9% in Q3, selling 60,602 shares and leaving 3,280 shares worth $438,000. Other funds like Bank of America and First Trust also adjusted positions, while DigitalOcean reported Q2 EPS of $0.45, beating estimates. Analysts rate the stock a Moderate Buy with an average price target of $152.81.Markets Daily102,570 Shares of Ziff Davis, Inc. $ZD Acquired by Insight Wealth Strategies LLCInsight Wealth Strategies LLC acquired a new stake in Ziff Davis, buying 102,570 shares valued at approximately $5.8 million in Q3. Analysts have an average price target of $59.75, with a consensus rating of Hold. The company reported Q2 EPS of $1.03, beating estimates, though revenue fell 18.7% year-over-year.MarketBeatInsight Wealth Strategies LLC Decreases Stock Position in Chevron Corporation $CVXInsight Wealth Strategies LLC reduced its Chevron stake by 5.5% in Q3, selling 9,446 shares and leaving with 161,957 shares worth $33.07 million. Insiders sold 1,152,582 shares in the last 90 days, and analysts rate the stock a Moderate Buy with a $210.24 price target.MarketBeatInsight Wealth Strategies LLC Purchases 83,399 Shares of Dollar Tree, Inc. $DLTRInsight Wealth Strategies LLC acquired 83,399 shares of Dollar Tree in Q3, valued at about $9.5 million, making it its 28th-largest holding. Other institutional investors also increased their stakes, while insiders sold shares. Dollar Tree reported Q3 EPS of $2.70, beating estimates, and initiated a $2.5 billion buyback.