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| Finer Wealth Management Inc
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|---|---|
| CRD # | 129987 |
| SEC # | 801-121773 |
| CIK # | 0001929071 |
| AUM | 305.8 M (2026-03-26) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-740-1011 |
| Address | 530 Loring Avenue Salem, MA 01970 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001929071 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.3 | ||
| Nvidia Corp | 14.4 | ||
| Lilly Eli & Co | 12.1 | ||
| Microsoft Corp | 11.9 | ||
| Alphabet Inc | 10.3 | ||
| Amazon Com Inc | 9.2 | ||
| Facebook Inc | 7.9 | ||
| Caterpillar Inc | 7.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Wal Mart Stores Inc | 6.1 | ||
| Merck & Co Inc | 5.5 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| AT&T Inc | 3.8 | ||
| Procter & Gamble Co | 3.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.7 | ||
| Verizon Communications Inc | 3.5 | ||
| McDonalds Corp | 3.3 | ||
| Chevron Corp | 3.2 | ||
| Schwab Charles Corp | 3.0 | ||
| iShares Bitcoin Trust | 2.7 | ||
| Tesla Motors Inc | 2.6 | ||
| Palantir Technologies Inc | 2.6 | ||
| PepsiCo Inc | 2.4 | ||
| ASML Holding NV | 2.1 | ||
| SPDR Gold Trust | 2.1 | ||
| Coca Cola Co | 2.1 | ||
| Salesforce Com Inc | 2.0 | ||
| MicroStrategy Inc | 2.0 | ||
| Altria Group Inc | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 50.5 |
| (b) Individuals (high net worth individuals) | 78 | 243.1 |
| (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 | 7 | 4.2 |
| (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 | 57 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 777 | 305.8 |
| By Discretionary | ||
| Discretionary | 777 | 305.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 777 | 305.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.8 | |
| Total | 777 | 305.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929071] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hancock Whitney Investment Services Inc
✚
|
LA | 306.1 M |
|
Hendershott Wealth Management LLC
✚
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IN | 305.8 M |
|
Winans International
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NV | 305.6 M |
|
Varra Wealth Management LLC
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CO | 305.6 M |
|
Joel Adams and Associates Inc
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NC | 305.6 M |
|
Lwealth LLC
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TX | 305.5 M |
|
Victoria Capital Management Inc
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|
SC | 305.5 M |
|
Keeler Thomas Management LLC
✚
|
UT | 305.5 M |
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |