# INSIGHT WEALTH STRATEGIES, LLC

INSIGHT WEALTH STRATEGIES, LLC of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 293644
- Type: SEC-registered investment adviser
- SEC file number: 801-112986
- Location: 2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583
- Phone: 925-659-8020
- Latest filing: 2026-02-02
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 12
- Accounts: 2,038

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Rod Ortale | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | — |
| Brian Keith Stormont | PARTNER | — |
| Chad Gene Seegers | PARTNER | — |
| Camille Marie Mobley | CHIEF OPERATION OFFICER; DIRECTOR OF OPERATIONS | — |
| ORTALE ANTHONY ROD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER (+1 more) | — |
| CHAZIN DAVID NEIL | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| STORMONT BRIAN KEITH | PARTNER | — |
| SEEGERS CHAD GENE | PARTNER | — |
| Chazin Lynn | TRUSTEE | — |
| Mobley Camille Marie | DIRECTOR OF OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HOUSTON | TX | 3 | (925) 659-8020 |
| HOUSTON | TX | 3 | (925) 659-8020 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293644/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293644/similar
- Related entities: https://search.stillhousedata.com/firm/293644/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293644

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.