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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Finley Wealth Management LLC
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|---|---|
| CRD # | 142776 |
| SEC # | 801-131760 |
| CIK # | |
| AUM | $119.5 M (2025-07-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 239-267-7500 |
| Address | 10600 Chevrolet Way Estero, FL 33928 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 11.2 |
| (b) Individuals (high net worth individuals) | 48 | 108.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 119.5 |
| By Discretionary | ||
| Discretionary | 72 | 119.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 72 | 119.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.5 | |
| Total | 72 | 119.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Resource 1 Inc
✚
|
VA | 0.1 |
|
Illuminate Wealth Management LLC
✚
|
IL | 0.1 |
|
Hepworth Equity Partners LLC
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|
NH | 0.1 |
|
Burgess Investment Management and Research Inc
✚
|
0.1 | |
|
Gross Domestic Product Inc
✚
|
0.1 | |
|
SEAL Cove Capital LLC
✚
|
0.1 | |
|
Wealthpoint Financial LLC
✚
|
NC | 0.1 |
|
Aventine Financial Group LLC
✚
|
PA | 0.1 |
|
Immaculate Wealth Management LLC
✚
|
AZ | 0.1 |
|
Springboard Asset Management LLC
✚
|
CT | 0.1 |