FINANCIAL INSIGHTS WEALTH MANAGEMENT

FINANCIAL INSIGHTS INC

CRD 108797 · SEC 801-21624

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1551 BROADWAY, SUITE 600, TACOMA, WA, 98402, United States

Phone

(253) 627-6010

Fax

(253) 627-6097

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$746.7M

Discretionary AUM

$708.5M

Team

16 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-06-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	533	$156.2M
High net worth individuals	235	$587.3M
Charitable organizations	6	$1.1M

States served

AZ, CA, ID, LA, MT, NE, OR, WA, TX, FL

All web addresses on file

https://www.linkedin.com/company/financial-insights-inc
https://www.instagram.com/financialinsightswealthmgmt/
https://www.facebook.com/financialinsightsinc/
https://www.youtube.com/channel/UCsSkd050slfRaHbKCUSm82w
http://financialinsights.com

Official SEC filing: View on IAPD