CRD: 108797
Financial Insights Wealth Management
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-1984
- Office Locations
- 1
Office Locations
About Financial Insights Wealth Management
Financial Insights Wealth Management is a women-owned, regional fiduciary RIA in Tacoma, WA providing wealth management and financial planning for individuals and business owners/entrepreneurs. Portfolios commonly use ETFs and mutual funds with an asset-allocation and risk-management approach, including ESG options. Custody includes Charles Schwab. The firm also runs client education such as its “Wisdom & Wealth” Medicare and Social Security series.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alexandria Anne Kemp
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6209364
- Ownership
- 75% or more
ALAN HAN HENSLEY
VICE PRESIDENT, WEALTH ADVISOR
- CRD
- #5379067
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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AMANDA Marie BURROWS
Wealth Advisor
- CRD
- #5744738
MICHAEL WILLIAM DUNBAR
Certified Financial Planner
- CRD
- #1221526
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $708,479,942 | $930,985 |
| Non-Discretionary | $38,266,706 | $5,466,672 |
| Total | $746,746,648 | $972,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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