InsideOut Wealth Strategies, LLC

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Client assets under management

$52,733,473

Clients

25% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$878,891

About

InsideOut Wealth Strategies LLC provides discretionary asset management and retirement plan advisory services to individuals (including high-net-worth clients), trusts, estates, and small business plan sponsors. The three-advisor firm manages roughly $54 million for about 60 clients and offers portfolio construction, ongoing monitoring, and participant education for employer retirement plans.

The firm’s investment process combines multiple analytical methods—fundamental and technical analysis, cyclical and decision analysis, and portfolio construction informed by modern portfolio theory—and implements both long- and short-term strategies as appropriate to client goals. Portfolios are tailored to clients’ objectives and risk tolerances, may include client-imposed investment restrictions, and are regularly rebalanced under the firm’s discretionary authority.

Noteworthy for a firm of this scale is its explicit use of decision analysis as part of its investment methodology and its offering of ERISA plan services that can include 3(21)/3(38)-style fiduciary engagements and participant education. The boutique client base (relatively high assets per client) and the integration of academic-style decision analysis alongside more common investment tools differentiate the firm from many peers.

Client services

Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

ERISA Plan Services may be charged a flat fee not to exceed $35,000.

Percentage

up to 1.50% annually for Asset Management services

Main office location

InsideOut Wealth Strategies, LLC

Cupertino CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

408-833-7393

Advisors at this firm

Keh Shiou L

Series 66

Cupertino, CA

InsideOut Wealth Strategies, LLC

Keh Shiou Leu is a financial advisor at InsideOut Wealth Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and operated his own consulting practice, LKS Financial Management & Consulting. InsideOut Wealth Strategies is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary asset management and ERISA retirement-plan advisory services. The firm manages customized portfolios using a combination of decision analysis, cyclical, fundamental, technical, and modern portfolio theory approaches, maintaining a focused adviser-to-client ratio to provide tailored oversight.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Zhijie Z

Series 65

Cupertino, CA

InsideOut Wealth Strategies, LLC

Zhijie Zhuang is a financial advisor with InsideOut Wealth Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. Prior to joining InsideOut Wealth Strategies, he worked at Greentech Renewables for three years and was a full-time student for seven years. InsideOut Wealth Strategies is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary asset management and ERISA retirement-plan advisory services. The firm manages customized portfolios using a combination of decision analysis, cyclical, fundamental, and technical methods, with a focus on a small client base to provide concentrated oversight and personalized service.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Houzhen Y

Series 65

Cupertino, CA

InsideOut Wealth Strategies, LLC

Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with a Series 65 designation and four years of industry experience. Prior to joining InsideOut Wealth Strategies, Yan worked at World Financial Group and JPMorgan Chase. Outside of finance, Yan has experience in the restaurant industry, having worked at Cafe Lattea, Mori Kitchen, and Liang's Village. InsideOut Wealth Strategies is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary asset management and ERISA retirement-plan advisory services, employing a decision-analysis framework alongside cyclical and technical methods to manage customized portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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