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Firm profile

Finer Wealth Management, Inc..

SALEM, MACRD 129987Latest ADV March 26, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMichael S. Finer
CCOGary M. Coon
CIOMichael S. Finer

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.

* 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.