FINN WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SPOKANE, Washington
- CRD number
- 318774
- Website
- www.winwithfinn.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals86.18%
- HNWI13.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Finn Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on fee-based wealth management for individuals and families. The firm delivers financial planning and portfolio management for individuals and small businesses and charges clients based on a percentage of assets under management. Finn does not present itself as a capital allocator and is not positioned as an ESG investor. Its adviser profile indicates a single-state footprint rather than a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities78%
- Derivatives9%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Contacts
1 of 1PETER FINN
Financial AdvisorCRD 6455286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPOKANE, WA
SPOKANE
Location
SPOKANE, WA
Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 8601 N Division St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
VISION CASTING FINANCIAL PLANNING, LLC
RIASPOKANE, WA
UPFRONT FINANCIAL PLANNING, LLC
RIASPOKANE, WA
BOZEMAN, L.L.C.
RIASPOKANE, WA
NORTHWEST PLANNING ADVISORS LLC
RIASPOKANE, WA
CHAIR SIX FINANCIAL PLANNING, PLLC
RIASPOKANE, WA
INLAND FINANCIAL PLANNING
RIASPOKANE, WA