INSERO WEALTH STRATEGIES LLC
SEC file number 801-78029
· ROCHESTER, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$147.7M
Discretionary AUM
$147.7M
Employees
3
Clients
2
Firm
- Address
- 2 STATE STREET
ROCHESTER, NY 14614 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 12X Wealth Strategies IV, LLC Medium name-match confidence · CIK 1920713 · TX
- 12X Wealth Strategies III, LLC Medium name-match confidence · CIK 1909049 · TX
- 12X Wealth Strategies V, LLC Medium name-match confidence · CIK 2011007 · TX
- 12X Wealth Strategies RA, LLC Medium name-match confidence · CIK 1967592 · TX
- 12X Wealth Strategies RQ, LLC Medium name-match confidence · CIK 1967904 · TX
- 12X Wealth Strategies VI, LLC Medium name-match confidence · CIK 2012343 · TX
- BBH Wealth Strategies, LLC - AH Series 2 Medium name-match confidence · CIK 2025738 · NY
- BBH Wealth Strategies, LLC - Harvey Capital Partners Series Medium name-match confidence · CIK 2096091 · NY
- BBH Wealth Strategies, LLC - Soroban Series Medium name-match confidence · CIK 2074621 · NY
- BBH Wealth Strategies, LLC - Braemont Partners II Series Medium name-match confidence · CIK 2088537 · NY
- BBH Wealth Strategies, LLC - AltaRock Partners Series Medium name-match confidence · CIK 1630718 · NY
- BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series Medium name-match confidence · CIK 1777987 · NY
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12X Wealth Strategies V, LLC · D/A · Oct 5, 2026$20M
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12X Wealth Strategies RQ, LLC · D/A · Oct 5, 2026$20M
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BBH Wealth Strategies, LLC - Soroban Series · D/A · Jun 18, 2026
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BBH Wealth Strategies, LLC - AltaRock Partners Series · D · Jan 22, 2026
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12X Wealth Strategies VI, LLC · D · Jan 2, 2026$35M
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12X Wealth Strategies RA, LLC · D · Jan 2, 2026$25M
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BBH Wealth Strategies, LLC - Harvey Capital Partners Series · D · Dec 30, 2025
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BBH Wealth Strategies, LLC - Braemont Partners II Series · D · Nov 24, 2025
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12X Wealth Strategies VI, LLC · D · Oct 23, 2025$30M
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12X Wealth Strategies V, LLC · D · Oct 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D · Oct 7, 2025$20M
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12X Wealth Strategies RA, LLC · D · Oct 6, 2025$20M
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BBH Wealth Strategies, LLC - Soroban Series · D · Jun 25, 2025
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BBH Wealth Strategies, LLC - AH Series 2 · D · Jun 12, 2025
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BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series · D · Jun 6, 2025
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12X Wealth Strategies III, LLC · D · Mar 18, 2025
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12X Wealth Strategies IV, LLC · D · Mar 18, 2025
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12X Wealth Strategies VI, LLC · D · Feb 14, 2025$20M
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12X Wealth Strategies V, LLC · D · Feb 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D · Feb 6, 2025$20M
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12X Wealth Strategies RA, LLC · D · Feb 6, 2025$20M
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BBH Wealth Strategies, LLC - AltaRock Partners Series · D · Jan 23, 2025