# Financial Insights Wealth Management

> Financial Insights Wealth Management is an SEC-registered investment advisory firm in Tacoma, WA, registered since 1984, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 108797
- Filed as: FINANCIAL INSIGHTS WEALTH MANAGEMENT
- Legal name: Financial Insights Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tacoma, WA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108797
- AdvisorCensus page: https://advisorcensus.com/firm/financial-insights-wealth-management-tacoma-wa-108797

## Quick answers

**How is Financial Insights Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Insights Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Financial Insights Wealth Management located?**
Financial Insights Wealth Management's principal office is in Tacoma, WA, according to its Form ADV.

**Is Financial Insights Wealth Management registered with the SEC or a state?**
Financial Insights Wealth Management is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 108797.

**How much does Financial Insights Wealth Management manage?**
Financial Insights Wealth Management reports $746,746,648 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (95% discretionary).

**How have Financial Insights Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Financial Insights Wealth Management: Regulatory assets under management: $461,846,811 in the October 2021 data and $746,746,648 in the October 2026 data, up 62%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Insights Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (533); high net worth individuals (235); charitable organizations (6).

**Which custodians does Financial Insights Wealth Management use?**
Financial Insights Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Insights Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108797

**What changed in Financial Insights Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 6. Regulatory assets under management went from $662,711,005 to $746,746,648 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $746,746,648
- Discretionary: $708,479,942
- Non-discretionary: $38,266,706

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 533 | $156,204,422 |
| High net worth individuals | 235 | $587,312,463 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,082,261 |
| Charitable organizations | 6 | $1,147,502 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1984 (42 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, LA, MT, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialinsights.com
- Facebook @financialinsightsinc
- Instagram @financialinsightswealthmgmt
- LinkedIn @financial-insights-inc
- YouTube @UCsSkd050slfRaHbKCUSm82w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $461,846,811 | 14 | September 30, 2021 |
| October 2022 | $533,631,424 | 15 | May 19, 2022 |
| October 2023 | $621,063,446 | 17 | March 30, 2023 |
| October 2024 | $789,094,694 | 16 | March 27, 2024 |
| October 2025 | $662,711,005 | 13 | May 7, 2025 |
| October 2026 | $746,746,648 | 16 | June 2, 2026 |

Regulatory assets under management: $461,846,811 in the October 2021 data and $746,746,648 in the October 2026 data, up 62%.
Total employees: 14 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $662,711,005 to $746,746,648 (+13%).
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Insights Wealth Management (CRD 108797): Form ADV filing data as of October 2026.