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| Finer Wealth Management Inc
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| |
|---|---|
| CRD # | 129987 |
| SEC # | 801-121773 |
| CIK # | 0001929071 |
| AUM | $210.1 MM (2024-03-27) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 978-740-1011 |
| Address | 530 Loring Avenue Salem, MA 01970 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 15.0 | |
| AAPL | 2,382,844.0 | 14.4 | |
| MSFT | 1,918,222.4 | 12.5 | |
| NVDA | 399,550.0 | 9.8 | |
| AMZN | 1,092,997.8 | 8.4 | |
| META | 434,852.0 | 7.0 | |
| GOOGL | 1,475,138.5 | 6.6 | |
| MRK | 232,371.9 | 5.3 | |
| JPM | 340,169.2 | 4.1 | |
| PG | 338,108.9 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 61.4 |
| (b) Individuals (high net worth individuals) | 49 | 133.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 210.1 |
| By Discretionary | ||
| Discretionary | 750 | 210.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 750 | 210.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.1 | |
| Total | 750 | 210.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929071] |
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|---|---|---|
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Bruce G Allen Investments LLC
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CO | 0.2 |
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Family Wealth Partners LLC
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NC | 0.2 |
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FL | 0.2 |
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TN | 0.2 |
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Financial Independence LLC
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RI | 0.2 |
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Poinciana Advisors Group LLC
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FL | 0.2 |
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Aragon Capital LLC
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FL | 0.2 |
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Spectrum Strategic Capital Management LLC
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OR | 0.2 |
|
Gimbal Financial LLC
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IN | 0.2 |
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Vista Finance LLC
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MO | 0.2 |