Finley Financial, LLC
Finley Financial, LLC is an SEC-registered wealth manager in Las Vegas, NV with $259.8M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Finley Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131442, SEC 801-110657, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $259.8M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Las Vegas, NV
- Employees
- 1
- Clients
- 124
- CRD
- 131442
- Ownership
- FINLEY, JASON, DONALD; Finley, Laura; FINLEY, LAURA, MARIE
How much AUM does Finley Financial, LLC have?
Finley Financial, LLC reported $259.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Finley Financial, LLC?
Disclosed owners and executives of Finley Financial, LLC include FINLEY, JASON, DONALD, Finley, Laura, FINLEY, LAURA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.