FINANCIAL INSIGHTS INC
Legal name: FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD #108797 SEC #801-21624 TACOMA, WA (253) 627-6010
SEC Registered
Total AUM
$662.7M
Discretionary
$635.9M
Employees
13
Clients
1
Accounts
1,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $662.7M | $635.9M | $26.8M | 13 | 0 |
| May 2025 | $662.7M | $635.9M | $26.8M | 13 | 0 |
| Apr 2025 | $662.7M | $635.9M | $26.8M | 13 | 0 |
| Mar 2025 | $662.7M | $635.9M | $26.8M | 13 | 0 |
| Jan 2025 | $789.1M | $789.1M | $0 | 16 | 0 |
| Mar 2024 | $789.1M | $789.1M | $0 | 16 | 0 |
| Feb 2024 | $621.1M | $621.1M | $0 | 17 | 0 |
| Mar 2023 | $621.1M | $621.1M | $0 | 17 | 0 |
| Feb 2023 | $533.6M | $533.6M | $0 | 15 | 0 |
| Feb 2023 | $533.6M | $533.6M | $0 | 15 | 0 |
| May 2022 | $533.6M | $533.6M | $0 | 15 | 0 |
| Apr 2022 | $533.6M | $533.6M | $0 | 15 | 0 |
| Apr 2022 | $533.6M | $533.6M | $0 | 15 | 0 |
| Apr 2022 | $533.6M | $533.6M | $0 | 15 | 0 |
| Mar 2022 | $533.6M | $533.6M | $0 | 15 | 0 |
| Sep 2021 | $461.8M | $461.8M | $0 | 14 | 0 |
| Jun 2021 | $461.8M | $461.8M | $0 | 14 | 0 |
| Mar 2021 | $461.8M | $461.8M | $0 | 14 | 0 |
| Mar 2021 | $461.8M | $461.8M | $0 | 14 | 0 |
| Nov 2020 | $426.2M | $426.2M | $0 | 16 | 0 |
| Sep 2020 | $426.2M | $426.2M | $0 | 16 | 0 |
| Aug 2020 | $426.2M | $426.2M | $0 | 16 | 0 |
| Jun 2020 | $426.2M | $426.2M | $0 | 16 | 0 |
| May 2020 | $426.2M | $426.2M | $0 | 16 | 0 |
| Aug 2019 | $368M | $366.6M | $1.4M | 18 | 0 |
| May 2019 | $368M | $366.6M | $1.4M | 18 | 0 |
| Mar 2019 | $368M | $366.6M | $1.4M | 18 | 0 |
| Dec 2018 | $332.1M | $330.5M | $1.5M | 13 | 12 |
| Jun 2018 | $332.1M | $330.5M | $1.5M | 13 | 12 |
| Mar 2018 | $332.1M | $330.5M | $1.5M | 13 | 12 |
| Jul 2017 | $268.9M | $267.1M | $1.9M | 15 | 500 |
| May 2017 | $268.9M | $267.1M | $1.9M | 14 | 500 |
| Mar 2017 | $268.9M | $267.1M | $1.9M | 15 | 500 |
| Nov 2016 | $246.7M | $244.9M | $1.8M | 14 | 400 |
| Aug 2016 | $246.7M | $244.9M | $1.8M | 11 | 431 |
| Apr 2016 | $246.7M | $244.9M | $1.8M | 11 | 431 |
| Apr 2016 | $246.7M | $244.9M | $1.8M | 11 | 431 |
| Mar 2016 | $246.7M | $244.9M | $1.8M | 11 | 431 |
| Dec 2015 | $131.6M | $118.1M | $13.5M | 5 | 262 |
| Sep 2015 | $131.6M | $118.1M | $13.5M | 5 | 262 |
| Mar 2015 | $131.6M | $118.1M | $13.5M | 5 | 262 |
| Nov 2014 | $128.3M | $113.1M | $15.2M | 6 | 200 |
| Mar 2014 | $128.3M | $113.1M | $15.2M | 6 | 200 |
| Oct 2013 | $109M | $107.3M | $1.6M | 6 | 200 |
| Jul 2013 | $109M | $107.3M | $1.6M | 6 | 200 |
| Apr 2013 | $109M | $107.3M | $1.6M | 5 | 200 |
| Mar 2013 | $109M | $107.3M | $1.6M | 5 | 200 |
| Jan 2013 | $100.1M | $99M | $1.1M | 5 | 200 |
| Jul 2012 | $100.1M | $99M | $1.1M | 6 | 200 |
| Mar 2012 | $100.1M | $99M | $1.1M | 6 | 200 |
| Apr 2011 | $108.5M | $107.3M | $1.1M | 10 | -- |
| Mar 2011 | $108.5M | $107.3M | $1.1M | 10 | -- |
| Jan 2010 | $79.1M | $72.8M | $6.3M | 10 | -- |
| Mar 2009 | $72.2M | $65.9M | $6.3M | 10 | -- |
| Mar 2007 | $93.1M | $93M | $84.8K | 10 | -- |
| Mar 2006 | $48.1M | $47.9M | $246.8K | 10 | -- |
| Mar 2004 | $40.7M | $40.3M | $428.5K | 10 | -- |
| May 2002 | $43.7M | $43.2M | $484.6K | 10 | -- |
DateOct 2025
Total AUM$662.7M
Discretionary$635.9M
Non-Disc.$26.8M
Employees13
Clients0
DateMay 2025
Total AUM$662.7M
Discretionary$635.9M
Non-Disc.$26.8M
Employees13
Clients0
DateApr 2025
Total AUM$662.7M
Discretionary$635.9M
Non-Disc.$26.8M
Employees13
Clients0
DateMar 2025
Total AUM$662.7M
Discretionary$635.9M
Non-Disc.$26.8M
Employees13
Clients0
DateJan 2025
Total AUM$789.1M
Discretionary$789.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$789.1M
Discretionary$789.1M
Non-Disc.$0
Employees16
Clients0
DateFeb 2024
Total AUM$621.1M
Discretionary$621.1M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$621.1M
Discretionary$621.1M
Non-Disc.$0
Employees17
Clients0
DateFeb 2023
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees14
Clients0
DateJun 2021
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees14
Clients0
DateNov 2020
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees16
Clients0
DateSep 2020
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees16
Clients0
DateAug 2020
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees16
Clients0
DateMay 2020
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees16
Clients0
DateAug 2019
Total AUM$368M
Discretionary$366.6M
Non-Disc.$1.4M
Employees18
Clients0
DateMay 2019
Total AUM$368M
Discretionary$366.6M
Non-Disc.$1.4M
Employees18
Clients0
DateMar 2019
Total AUM$368M
Discretionary$366.6M
Non-Disc.$1.4M
Employees18
Clients0
DateDec 2018
Total AUM$332.1M
Discretionary$330.5M
Non-Disc.$1.5M
Employees13
Clients12
DateJun 2018
Total AUM$332.1M
Discretionary$330.5M
Non-Disc.$1.5M
Employees13
Clients12
DateMar 2018
Total AUM$332.1M
Discretionary$330.5M
Non-Disc.$1.5M
Employees13
Clients12
DateJul 2017
Total AUM$268.9M
Discretionary$267.1M
Non-Disc.$1.9M
Employees15
Clients500
DateMay 2017
Total AUM$268.9M
Discretionary$267.1M
Non-Disc.$1.9M
Employees14
Clients500
DateMar 2017
Total AUM$268.9M
Discretionary$267.1M
Non-Disc.$1.9M
Employees15
Clients500
DateNov 2016
Total AUM$246.7M
Discretionary$244.9M
Non-Disc.$1.8M
Employees14
Clients400
DateAug 2016
Total AUM$246.7M
Discretionary$244.9M
Non-Disc.$1.8M
Employees11
Clients431
DateApr 2016
Total AUM$246.7M
Discretionary$244.9M
Non-Disc.$1.8M
Employees11
Clients431
DateApr 2016
Total AUM$246.7M
Discretionary$244.9M
Non-Disc.$1.8M
Employees11
Clients431
DateMar 2016
Total AUM$246.7M
Discretionary$244.9M
Non-Disc.$1.8M
Employees11
Clients431
DateDec 2015
Total AUM$131.6M
Discretionary$118.1M
Non-Disc.$13.5M
Employees5
Clients262
DateSep 2015
Total AUM$131.6M
Discretionary$118.1M
Non-Disc.$13.5M
Employees5
Clients262
DateMar 2015
Total AUM$131.6M
Discretionary$118.1M
Non-Disc.$13.5M
Employees5
Clients262
DateNov 2014
Total AUM$128.3M
Discretionary$113.1M
Non-Disc.$15.2M
Employees6
Clients200
DateMar 2014
Total AUM$128.3M
Discretionary$113.1M
Non-Disc.$15.2M
Employees6
Clients200
DateOct 2013
Total AUM$109M
Discretionary$107.3M
Non-Disc.$1.6M
Employees6
Clients200
DateJul 2013
Total AUM$109M
Discretionary$107.3M
Non-Disc.$1.6M
Employees6
Clients200
DateApr 2013
Total AUM$109M
Discretionary$107.3M
Non-Disc.$1.6M
Employees5
Clients200
DateMar 2013
Total AUM$109M
Discretionary$107.3M
Non-Disc.$1.6M
Employees5
Clients200
DateJan 2013
Total AUM$100.1M
Discretionary$99M
Non-Disc.$1.1M
Employees5
Clients200
DateJul 2012
Total AUM$100.1M
Discretionary$99M
Non-Disc.$1.1M
Employees6
Clients200
DateMar 2012
Total AUM$100.1M
Discretionary$99M
Non-Disc.$1.1M
Employees6
Clients200
DateApr 2011
Total AUM$108.5M
Discretionary$107.3M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2011
Total AUM$108.5M
Discretionary$107.3M
Non-Disc.$1.1M
Employees10
Clients--
DateJan 2010
Total AUM$79.1M
Discretionary$72.8M
Non-Disc.$6.3M
Employees10
Clients--
DateMar 2009
Total AUM$72.2M
Discretionary$65.9M
Non-Disc.$6.3M
Employees10
Clients--
DateMar 2007
Total AUM$93.1M
Discretionary$93M
Non-Disc.$84.8K
Employees10
Clients--
DateMar 2006
Total AUM$48.1M
Discretionary$47.9M
Non-Disc.$246.8K
Employees10
Clients--
DateMar 2004
Total AUM$40.7M
Discretionary$40.3M
Non-Disc.$428.5K
Employees10
Clients--
DateMay 2002
Total AUM$43.7M
Discretionary$43.2M
Non-Disc.$484.6K
Employees10
Clients--