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FINER WEALTH MANAGEMENT, INC.

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

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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 StatusApproved
Firm CRD#129987
SEC#801-121773
Assets Managed by Firm$210,096,944
No. of Clients750
No. of Advisors8

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 ClientsAUM
Firm Total750$210,096,944
Individuals (other than high net worth individuals)178$61,376,210
High net worth individuals49$133,861,128
Charitable organizations5$3,545,256
Corporations or other businesses22$11,314,350

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