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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Babbitt, Brian, Arthur | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ford, Jordan | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| LANG, TERRY, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANG, TERRY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANG, TERRY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLENAX, MARILYN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| McCaffrey, Daniel, Joseph | I | SENIOR PORTFOLIO MANAGER | NA | |
| McCaffrey, Daniel, Joseph | I | SENIOR PORTFOLIO MANAGER | NA | |
| McCaffrey, Daniel, Joseph | I | SENIOR PORTFOLIO MANAGER | NA | |
| McCaffrey, Daniel, Joseph | I | SENIOR PORTFOLIO MANAGER | NA | |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF EXECUTIVE OFFICER | E | Control |
| FINANCIAL INSIGHTS INC | DE | PRESIDENT | E | Control |
| FINANCIAL INSIGHTS INC | DE | PRESIDENT | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Kemp, Alexandria, Anne | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | PRESIDENT/CEO | E | Control |
| LEWIS, DOROTHY, ANNE | I | CEO & FOUNDER | E | Control |
| LEWIS, DOROTHY, ANNE | I | CEO & FOUNDER | E | Control |
| LEWIS, DOROTHY, ANNE | I | CEO & FOUNDER | E | Control |
| LEWIS, DOROTHY, ANNE | I | CEO & FOUNDER | E | Control |
| LEWIS, DOROTHY, ANNE | I | CEO & FOUNDER | E | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| CRISS, ALEXANDRIA, A | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| CRISS, ALEXANDRIA, A | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| CRISS, ALEXANDRIA, A | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| CRISS, ALEXANDRIA, A | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| CRISS, ALEXANDRIA, A | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | Control |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A | |
| LEWIS, DOROTHY, ANNE | I | FOUNDER | A |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (12)
AZ CA FL HI ID LA MT NE NH OR TX WA
Address
1551 BROADWAYSUITE 600
TACOMA, WA 98402
United States
Phone: (253) 627-6010