InsideOut Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
ERISA Plan Services may be charged a flat fee not to exceed $35,000.
up to 1.50% annually for Asset Management services
Main office
Cupertino CA
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 22 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and operated his own financial management and consulting practice. InsideOut Wealth Strategies, LLC provides discretionary asset management and retirement plan advisory services to individuals, trusts, estates, and small business plan sponsors. The firm combines multiple analytical methods, including fundamental and technical analysis and decision analysis, to tailor portfolios to client objectives and risk tolerances.
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.
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.
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