Overview
Assets Under Management: $250 million
Headquarters: SALEM, MA
High-Net-Worth Clients: 66
Average Client Assets: $2.8 million
Frequently Asked Questions
FINER WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129987), FINER WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FINER WEALTH MANAGEMENT, INC. is headquartered in SALEM, MA.
FINER WEALTH MANAGEMENT, INC. serves 66 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, FINER WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINER WEALTH MANAGEMENT, INC. manages $250 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, FINER WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.45%
Average Client Assets: $2.8 million
Total Client Accounts: 763
Discretionary Accounts: 763
Regulatory Filings
CRD Number: 129987
Filing ID: 2034089
Last Filing Date: 2026-01-05 17:54:27