FINANCIAL INSIGHTS WEALTH MANAGEMENT

Legal name: FINANCIAL INSIGHTS INC

CRD 108797File 801-21624

APPROVED

Retail clients

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$746.7M

Above cohort median (national)

Discretionary AUM

$708.5M

Non-discretionary $38.3M

Clients

774

768 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jun 26, 1984
Principal office: 1551 BROADWAY, SUITE 600, TACOMA, WA, 98402
Phone: (253) 627-6010
Website: https://www.linkedin.com/company/financial-insights-inc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $746.7M
Discretionary AUM: $708.5M
Non-discretionary AUM: $38.3M
Discretionary accounts: 761
Non-discretionary accounts: 7
Total accounts: 768
AUM per client: $965K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$1.1M
High net worth individuals	235	$587.3M
Pension and profit sharing plans	Fewer than 5	$2.1M
Individuals (other than high net worth individuals)	533	$156.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.