Finwell, Inc.

RIAState Registered

Total AUM

$94.7M

Discretionary

$90.7M

96% of AUM

Avg account

$869K

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310850
Website: www.finwellbenefits.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI78.39%
Individuals21.21%
Charitable Organizations0.32%
Pension & Profit Sharing Plans0.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Finwell, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator, sourcing third‑party managers for client portfolios in addition to running direct advisory mandates. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, publication of periodicals/newsletters and running educational seminars or workshops. Finwell charges clients through a mix of fee structures — percentage of AUM, hourly work, subscription and fixed fees — and it does not identify as an active ESG investor.