Finer Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Salem, MA. Its latest Form ADV filing, dated March 26, 2026, reports $306M in regulatory assets under management, 7 employees, 3 offices, and 777 accounts.
Assets Under Management
$306M
Employees
7
Offices
3 offices
Total Clients
277
Primary office
SALEM, MA
530 LORING AVENUE, SUITE 302, SALEM, MA, United States
Top client segmentIndividuals represent 48.7% of total clients.
Top client categories% of clientsClients
1
Individuals
48.7%
135
2
HNWI
28.2%
78
3
Corporations
20.6%
57
4
Charitable
2.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of March 26, 2026
Discretionary100.0%
$306M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$306M
Total Accounts777
10Y AUM Change+$174M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee40:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.