Insight Wealth Strategies, LLC

Insight Wealth Strategies, LLC (CRD# 293644) is a financial advisory firm headquartered in San Ramon, CA. They manage $851,802,511 in 1,947 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    852
    MILLION
  • Total Number of Accounts
    1,947
    ACCOUNTS
  • Average Account Value
    $437,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MI, NE, NH, NV, TX, UT, WA

Financial Advisors at Insight Wealth Strategies, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Robert M. Agorastos
CRD#: 6254130
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Robert Agorastos (CRD# 6254130) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.

2
Paul A. Austin
CRD#: 5166342
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Paul Austin (CRD# 5166342) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 16 years of experience in the finance industry.

3
David N. Chazin
CRD#: 4506422
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

David Chazin (CRD# 4506422) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 21 years of experience in the finance industry.

4
Cole E. Durkin
CRD#: 6616458
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Cole Durkin (CRD# 6616458) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 7 years of experience in the finance industry.

5
Aaron P. Karas
CRD#: 5302655
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Aaron Karas (CRD# 5302655) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 15 years of experience in the finance industry.

6
Anthony R. Ortale
CRD#: 3225516
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Anthony Ortale (CRD# 3225516) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 24 years of experience in the finance industry.

7
Andre Luiz M. Paiva
CRD#: 6175160
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Andre Luiz Paiva (CRD# 6175160) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 7 years of experience in the finance industry.

8
Timothy J. Raftis
CRD#: 1823676
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Timothy Raftis (CRD# 1823676) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 32 years of experience in the finance industry.

9
Chad G. Seegers
CRD#: 4988340
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Chad Seegers (CRD# 4988340) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 17 years of experience in the finance industry.

10
Brian K. Stormont
CRD#: 4081824
2603 Camino Ramon, Suite 350, San Ramon, CA 94583

Brian Stormont (CRD# 4081824) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 24 years of experience in the finance industry.

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