Finmentum LLC

Overview

Finmentum LLC is an independent, advisor-owned registered investment advisor that focuses on individual and family clients, plus small-business portfolio work. The firm’s advisory services center on financial planning, ongoing portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM option alongside subscription and fixed-fee plans, which supports both ongoing advisory relationships and more limited-scope planning engagements. Investment posture is conservative and mutual fund‑centric: the firm is not positioned as a capital allocator and does not report active ESG integration. It operates as a single-office, single-state adviser serving a very small client base, which suggests a high-touch, advisor-led relationship model rather than a scale-driven platform.

Assets & Accounts

Investments & Alternatives

Location & Offices