Insight Wealth Strategies, LLC

CRD 293644 · San Ramon, CA · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 293644
SEC number: 801-112986
Firm type: RIA
Assets under management: $1.1B as of Feb 2, 2026
Website: www.linkedin.com/in/chad-seegers-crpc-438a6468 ↗
Phone: 925-659-8020
Address: 2603 Camino Ramon, San Ramon, CA, 94583

Advisors at this firm

9 in our index · page 1 of 1

Robert Michael AgorastosCRD 6254130 · San Ramon, CA

IA RegisteredRegistration inactive
Cole Edward DurkinCRD 6616458 · San Ramon, CA

IA RegisteredRegistration inactive
Aaron Paul KarasCRD 5302655 · San Ramon, CA

IA RegisteredRegistration inactive
Preston MayoCRD 7824910 · San Ramon, CA

IA Registered
Anthony Rod OrtaleCRD 3225516 · San Ramon, CA

IA RegisteredRegistration inactive
Andre Luiz Miranda PaivaCRD 6175160 · San Ramon, CA

IA RegisteredRegistration inactive
Timothy Justin RaftisCRD 1823676 · San Ramon, CA

IA RegisteredRegistration inactive
Chad Gene SeegersCRD 4988340 · San Ramon, CA

IA RegisteredRegistration inactive
Brian Keith StormontCRD 4081824 · San Ramon, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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