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- Custodian
- Altruist · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 10, 2025 and June 2, 2026, reported AUM increased 12.7%, from $662.7M to $746.7M.
Across 5 reported observations, AUM increased 39.9% between May 19, 2022 and June 2, 2026, from $533.6M to $746.7M.
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 6 advisory representatives and 774 clients, or 129 clients per representative. That equates to $964.8K in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Alexandria Anne Kemp
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
SMA allocation detail is available
Financial Insights Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Financial Insights Wealth Management's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.