FINER WEALTH MANAGEMENT, INC.
CRD #129987 SEC #801-121773 SALEM, MA 978-740-1011
SEC Registered
Total AUM
$249.7M
Discretionary
$249.7M
Employees
5
Clients
26
Accounts
763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $249.7M | $249.7M | $0 | 5 | 0 |
| Mar 2024 | $210.1M | $210.1M | $0 | 8 | 0 |
| Mar 2023 | $166.3M | $166.3M | $0 | 9 | 0 |
| Mar 2022 | $163.9M | $163.9M | $0 | 7 | 0 |
| Jun 2021 | $132M | $132M | $0 | 5 | 0 |
| Jun 2012 | $34.6M | $34.6M | $0 | 6 | 26 |
| May 2012 | $34.6M | $34.6M | $0 | 6 | 26 |
| Mar 2012 | $34.6M | $34.6M | $0 | 6 | 26 |
| Mar 2011 | $39.9M | $39.9M | $0 | 10 | -- |
| Apr 2010 | $35.5M | $35.5M | $0 | 10 | -- |
| Mar 2007 | $34.2M | $33.8M | $391.3K | 10 | -- |
DateMar 2025
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees5
Clients0
DateJun 2012
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$34.2M
Discretionary$33.8M
Non-Disc.$391.3K
Employees10
Clients--