This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=1.0

Regulatory AUM

$397MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$375M

Private client RAUM

$369MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$79.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

360

Individual clients

188

High net worth clients

164

Custody, client assets

$252M

SEC number

801-123002

CRD

318083

Filings on the tape

17

First filed

Dec 7, 2021

Latest filed

Sep 18, 2026

Organised

Corporation, CA

• Occurred

  Jan 10, 2022
  Team lift-out

  3 advisors left Ameriprise Financial Services, LLC (San Ramon, CA) for New Insight Wealth Advisors within 2 days

  Form ADVobserved 5 days ago
  3 advisors
• Occurred

  Dec 7, 2021
  First Form ADV filing

  New Insight Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ddd3175a-d511-9917-63b2-6da5bd48d337

First observed

Dec 7, 2021

Last observed

Sep 18, 2026 2 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.