Finer Wealth Management, Inc.
Firm details
- Headquarters
- Salem, Massachusetts
- CRD number
- 129987
- Registered since
- July 20, 2021
- Website
- www.finer.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.49%
- Individuals16.5%
- Corporations / Businesses2.62%
- Charitable Organizations1.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Finer Wealth Management, Inc. is an independent, SEC‑registered registered investment adviser formed as a corporation in 2021 and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its fee schedule includes percentage‑of‑AUM billing as well as hourly and fixed fees. Core advisory services include financial planning and portfolio management for individuals, small businesses, and for businesses or institutions. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds25%
- US Government Bonds4%
Owners & executives
1 of 1
Michael Finer
CEOCRD 2657455
Contacts
3 of 3Gina Gentilini
CRD 8310337
Gary Coon
DirectorCRD 6018133
Stephen Anastos
Financial ServicesCRD 4897676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$16M in ETFs
94%
$15.1M
0%
$914K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $2.8M | 82,763 | 17.19% |
Location
Salem, MA
Essex
Location
Salem, MA
Headquartered in Salem, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 530 Loring Ave
- Time zone
- ET (UTC-5)
- Office locations
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