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FINANCIAL INSIGHTS WEALTH MANAGEMENT
Legal name: FINANCIAL INSIGHTS INC
CRD 108797File 801-21624
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$746.7M
Above cohort median (national)
Discretionary AUM
$708.5M
Non-discretionary $38.3M
Clients
774
768 accounts
Employees
16
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
- http://financialinsights.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2026 | Clients | 839 | 774 | decreased by65 |
| Apr 1, 2026 | AUM | $662,711,005 | $746,746,648 | increased by$84,035,643 |
| Apr 1, 2026 | Accounts | 1,950 | 768 | decreased by1,182 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 13 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 753 | 839 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $533,631,424 | $662,711,005 | increased by$129,079,581 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 755 | 1,950 | increased by1,195 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 721 | 753 | increased by32 |
| Apr 1, 2022 | AUM | $461,846,811 | $533,631,424 | increased by$71,784,613 |
| Apr 1, 2022 | Accounts | 717 | 755 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL INSIGHTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL INSIGHTS” may also match similarly-named firms). Confirm identity against each filing.
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.