Finer Wealth Management, Inc.
● SEC registered since 2021CRD 129987SEC# 801-121773Salem, MA
Reg. AUM
$305.8M
Employees
7
Accounts
777
Location
Salem, MA
Finer Wealth Management, Inc. assets under management
Finer Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Salem, MA. The firm has been registered since 2021. It reports $305.8 million in regulatory assets under management and employs 7 people.
Finer Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Michael Coon Control | Chief Compliance Officer/Senior Client Service Advisor | Under 5% | 2014 |
| Michael Scott Finer Control | President/Chief Executive Officer/Chief Investment Officer | Over 75% | 1996 |
| Stephen George Anastos | Non-Executive | 10-25% | 2000 |
Frequently asked questions
How much does Finer Wealth Management, Inc. manage?
Finer Wealth Management, Inc. reports $305.8 million in regulatory assets under management on its Form ADV.
How many employees does Finer Wealth Management, Inc. have?
Finer Wealth Management, Inc. reports 7 employees.
Where is Finer Wealth Management, Inc. located?
Finer Wealth Management, Inc. is based in Salem, MA and has been SEC-registered since 2021.
Does Finer Wealth Management, Inc. disclose fund performance?
Finer Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 530 Loring Avenue, Suite 302, Salem, MA 01970 |
| Phone | 978-740-1011 |
| Fax | 978-744-8240 |
| Office hours | 9:00-5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$305.8Mregulatory AUM
Discretionary $305.8M