← Tributary

FINANCIAL INSIGHTS WEALTH MANAGEMENT

TACOMA, WA · CRD 108797 · IAPD ↗ · (253) 627-6010

$746.7MRegulatory AUM
6Advisory reps
16Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — FINANCIAL INSIGHTS WEALTH MANAGEMENT shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — FINANCIAL INSIGHTS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — FINANCIAL INSIGHTS is now doing business as FINANCIAL INSIGHTS WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — FINANCIAL INSIGHTS WEALTH MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
47
February 2025 — FINANCIAL INSIGHTS notice-filed in MT, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — FINANCIAL INSIGHTS reported RAUM up 27% ($621.1M -> $789.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.