Financial Insights Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Tacoma, WA. Its latest Form ADV filing, dated March 30, 2026, reports $747M in regulatory assets under management, 16 employees, 1 office, and 768 accounts.
Assets Under Management
$747M
Employees
16
Offices
1 office
Total Clients
774
Primary office
TACOMA, WA
1551 BROADWAY, SUITE 600, TACOMA, WA, United States
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
533
2
HNWI
30.4%
235
3
Charitable
0.8%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$747Mas of March 30, 2026
Discretionary94.9%
$708M
95% of total RAUM94.9%
Non-discretionary5.1%
$38M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$747M
Total Accounts768
10Y AUM Change+$478M (+177.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee48:1
10Y Employee Change+1 (+6.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.