Dajin Tex Yang
Investment adviser representative at New Insight Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$396.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- New Insight Wealth AdvisorsJun 2024 to now
- OpengovFeb 2023 to Mar 2024
- IllumioNov 2021 to Feb 2023
- Riverbed TechnologyApr 2019 to Nov 2021
- Change HealthcareDec 2016 to Apr 2019
- MckessonOct 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
New Insight Wealth Advisors
$396.9MAssets managed
375Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3170789
- Firm CRD
- 318083