FINWELL, INC.

Overview

Finwell, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator—selecting and allocating to third-party managers in addition to managing client portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and client education through publications and seminars. Fee arrangements are flexible: the firm charges asset-based fees and also offers hourly, subscription, fixed-fee, and other billing structures. Finwell does not identify as an active ESG investor and does not present itself as a multi-state or newly formed adviser. It is not a pension consultant and has no related adviser noted in the source.

Assets & Accounts

Public Holdings

Investments & Alternatives