FINLEY WEALTH MANAGEMENT, LLC
Legal name: FINLEY WEALTH ADVISORS
CRD #142776 SEC #801-131760 ESTERO, FL 239-267-7500
SEC Registered
Total AUM
$119.5M
Discretionary
$119.5M
Employees
3
Clients
51
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $119.5M | $119.5M | $0 | 3 | 0 |
| Jun 2025 | $119.5M | $119.5M | $0 | 3 | 0 |
| May 2025 | $119.5M | $119.5M | $0 | 3 | 0 |
| Dec 2024 | $114.6M | $114.6M | $0 | 4 | 0 |
DateJul 2025
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees4
Clients0