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FINER WEALTH MANAGEMENT, INC.
CRD 129987 · SEC 801-121773
530 LORING AVENUE, SUITE 302, SALEM, MA, 01970, United States
Phone
978-740-1011
Fax
978-744-8240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.8M
Discretionary AUM
$305.8M
Team
7 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $50.5M |
| High net worth individuals | 78 | $243.1M |
| Charitable organizations | 7 | $4.2M |
| Corporations/business entities | 57 | $8.0M |
States served
VT, AZ, CA, MA, PA, TX, NH, FL
All web addresses on file
- http://www.finer.com/
- https://www.twitter.com/finerwealth
- http://www.finertaxes.com
- http://www.finerwealth.com
- https://www.linkedin.com/company/finer-wealth-management
- https://www.facebook.com/finerwealth
- https://www.youtube.com/@finerwealth1866
- https://www.yelp.com/biz/finer-wealth-management-salem-2
- https://twitter.com/Finer_
Official SEC filing: View on IAPD