InsideOut Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InsideOut Wealth Strategies works with individuals (including high‑net‑worth clients), trusts, estates and small business entities, offering discretionary asset management and ongoing ERISA retirement‑plan advisory services. Portfolios may include individual stocks, bonds, ETFs, options, mutual funds and other public or private investments, and the firm provides plan‑sponsor services such as investment policy development, investment option evaluation, monitoring and participant education.
The firm describes a multi‑method investment approach that blends decision analysis and cyclical analysis with fundamental, technical and modern portfolio theory tools to inform portfolio construction and trading decisions. Accounts are managed on a discretionary basis with regular monitoring and rebalancing to align with each client’s investment objectives, time horizon and risk tolerance.
Noteworthy features include a single‑owner advisory structure and a management background in decision analysis, which the brochure ties to the firm’s use of decision‑analytic techniques alongside quantitative frameworks. The firm manages roughly $54 million for about 60 clients, combining a relatively concentrated client base with both individual wealth management and ERISA fiduciary services (including 3(21)/3(38)‑style plan engagements and participant education).
Client services
Expertise
Fee options
Flat fees for ERISA Plan Services up to $35,000
up to 1.50% annually for Asset Management services
Minimum fee: Flat fees for ERISA Plan Services up to $35,000
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 a Series 66 designation and has previously worked at LPL Financial and Northwestern Mutual Investment Management. He also operated his own consulting business, LKS Financial Management & Consulting, for ten years. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and portfolio theory to manage accounts on a discretionary basis.
Zhijie Z
Series 65
Cupertino, CA
InsideOut Wealth Strategies, LLC
Zhijie Zhuang is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for three years at Greentech Renewables. InsideOut Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, and small business entities with discretionary asset management and ERISA retirement-plan advisory services. The firm uses a multi-method investment approach incorporating decision analysis, cyclical analysis, fundamental and technical tools, and modern portfolio theory to manage portfolios on a discretionary basis.
Houzhen Y
Series 65
Cupertino, CA
InsideOut Wealth Strategies, LLC
Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. Yan holds the Series 65 designation and has worked previously at JPMorgan Chase and World Financial Group. Prior to the financial sector, Yan held various roles in the food and hospitality industry. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and modern portfolio theory to manage portfolios on a discretionary basis tailored to clients’ objectives and risk tolerance.
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