Finer Wealth Management, Inc.
Finer Wealth Management, Inc. is an SEC-registered wealth manager in Salem, MA with $305.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Finer Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129987, SEC 801-121773, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $305.8M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Salem, MA
- Employees
- 7
- Clients
- 277
- CRD
- 129987
- Ownership
- FINER, MICHAEL, SCOTT; ANASTOS, STEPHEN, GEORGE; HENRY, DAVID, L; COON, GARY, MICHAEL; KING, NATHAN, ISRAEL
How much AUM does Finer Wealth Management, Inc. have?
Finer Wealth Management, Inc. reported $305.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Finer Wealth Management, Inc.?
Disclosed owners and executives of Finer Wealth Management, Inc. include FINER, MICHAEL, SCOTT, ANASTOS, STEPHEN, GEORGE, HENRY, DAVID, L, COON, GARY, MICHAEL, KING, NATHAN, ISRAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.