Insight Wealth Strategies, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 567
- Avg AUM / client
- $1.9M
- Accounts
- 2,038
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 02, 2026
Investments (13F portfolio — 182 positions, $1,024,551,358)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Pgim Etf Tr | AAA CLO ETF | $33,645,339 | 655,982 | 3.28% | 3.16% |
| 2 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $33,460,653 | 215,430 | 3.27% | 3.14% |
| 3 | Blackrock Etf Trust | ISHARES US EQUIT | $33,058,614 | 489,757 | 3.23% | 3.11% |
| 4 | Vanguard Scottsdale Fds | LG-TERM COR BD | $31,377,304 | 420,326 | 3.06% | 2.95% |
| 5 | Ishares Tr | MSCI USA VALUE | $29,610,906 | 151,486 | 2.89% | 2.78% |
| 6 | Chevron Corporation | COM | $28,399,780 | 171,403 | 2.77% | 2.67% |
| 7 | Vaneck Etf Trust | IG FLOA RATE ETF | $28,228,904 | 1,105,715 | 2.76% | 2.65% |
| 8 | T Rowe Price Exchange Traded | FLOATING RATE | $28,101,527 | 557,681 | 2.74% | 2.64% |
| 9 | Legg Mason Etf Invt | FRANKLIN INTL LW | $27,438,541 | 679,172 | 2.68% | 2.58% |
| 10 | Ishares Tr | 20 YR TR BD ETF | $27,106,325 | 316,959 | 2.65% | 2.55% |
| 11 | Lam Research Corp | COM NEW | $23,790,776 | 60,806 | 2.32% | 2.24% |
| 12 | Vanguard Malvern Fds | CORE-PLUS BD ETF | $23,282,707 | 301,707 | 2.27% | 2.19% |
| 13 | Invesco Exch Traded Fd Tr Ii | S&P INTL MOMNT | $23,097,648 | 385,732 | 2.25% | 2.17% |
| 14 | Invesco Exch Traded Fd Tr Ii | VAR RATE PFD | $22,654,024 | 930,732 | 2.21% | 2.13% |
| 15 | Ishares Tr | MSCI US GARP ETF | $20,910,876 | 255,947 | 2.04% | 1.97% |
| 16 | Schwab Strategic Tr | FUNDAMENTAL INTL | $20,007,624 | 383,655 | 1.95% | 1.88% |
| 17 | Spdr Series Trust | ST STR SP REGBNK | $18,818,451 | 247,026 | 1.84% | 1.77% |
| 18 | Ishares Tr | 0-5 YR TIPS ETF | $18,665,070 | 184,565 | 1.82% | 1.75% |
| 19 | Ishares Inc | CORE MSCI EMKT | $17,147,858 | 212,673 | 1.67% | 1.61% |
| 20 | Simplify Exchange Traded Fun | HIGH YIELD ETF | $16,012,682 | 764,328 | 1.56% | 1.5% |
| 21 | American Centy Etf Tr | US SML CP VALU | $15,703,987 | 126,289 | 1.53% | 1.48% |
| 22 | Invesco Exchange Traded Fd T | S&P MDCP MOMNTUM | $15,457,069 | 93,115 | 1.51% | 1.45% |
| 23 | Apple Inc | COM | $13,929,411 | 47,318 | 1.36% | 1.31% |
| 24 | Select Sector Spdr Tr | ST STR TECHN ETF | $13,465,851 | 72,545 | 1.31% | 1.27% |
| 25 | Ishares Tr | U.S. PHARMA ETF | $12,054,501 | 122,642 | 1.18% | 1.13% |
Top 25 of 182 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 400 | $470M | 44.2% |
| High net worth individuals | 167 | $594M | 55.8% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Keith Stormont | Partner | CFP | Apr 2018 (8y) | 50% – 75% |
| Chad Gene Seegers | Partner | Apr 2018 (8y) | 50% – 75% | |
| Anthony Rod Ortale | Chief Compliance Officer & Chief Executive Officer | Oct 2018 (8y) | Less than 5% | |
| Mobley, Camille, Marie | Director Of Operations | Jan 2022 (5y) | Less than 5% | |
| Aaron Paul Karas | Registered representative | CFP | Apr 2018 (8y) | |
| Cole Edward Durkin | Registered representative | CFA | Apr 2018 (8y) | |
| Robert Michael Agorastos | Registered representative | CFP | Apr 2018 (8y) | |
| Andre Luiz Miranda Paiva | Registered representative | Oct 2018 (8y) | ||
| Timothy Justin Raftis | Registered representative | CFP | Dec 2025 (1y) | |
| Preston Mayo | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/02/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $660M (62% of AUM) Feb 2026
- National Financial Services (Fidelity) $634M (94% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 02, 2026.
View current Form ADV (SEC/IAPD) ↗