Financial Insights Wealth Management
Financial Insights Wealth Management is an SEC-registered mass-market adviser in Tacoma, WA with $746.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Financial Insights Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108797, SEC 801-21624, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $746.7M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Tacoma, WA
- Employees
- 16
- Clients
- 774
- CRD
- 108797
- Ownership
- FINANCIAL INSIGHTS INC; MULLENAX, MARILYN, ANN; LEWIS, DOROTHY, ANNE; LANG, TERRY, LYNN; LANG, TERRY, L
How much AUM does Financial Insights Wealth Management have?
Financial Insights Wealth Management reported $746.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Financial Insights Wealth Management?
Disclosed owners and executives of Financial Insights Wealth Management include FINANCIAL INSIGHTS INC, MULLENAX, MARILYN, ANN, LEWIS, DOROTHY, ANNE, LANG, TERRY, LYNN, LANG, TERRY, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.