FINER WEALTH MANAGEMENT, INC.

530 Loring Avenue
Suite 302
Salem, Massachusetts 01970
Tel: 978-740-1011

About FINER WEALTH MANAGEMENT, INC.

FINER WEALTH MANAGEMENT, INC, formally registered with the SEC as FINER WEALTH MANAGEMENT, INC. The firm was established in 07/20/2021. They have over 4 offices throughout the country.

FINER WEALTH MANAGEMENT, INC. is a Salem, Massachusetts based Financial Planning firm with nearly $210,096,944 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129987
SEC#	801-121773
Assets Managed by Firm	$210,096,944
No. of Clients	750
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVISORY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$210,096,944
Individuals (other than high net worth individuals)	178	$61,376,210
High net worth individuals	49	$133,861,128
Charitable organizations	5	$3,545,256
Corporations or other businesses	22	$11,314,350

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WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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