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FINWELL, INC.
CRD 310850
330 FRANKLIN ROAD, STE. 135A-525, BRENTWOOD, TN, 37027, United States
Phone
805-415-7830
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.7M
Discretionary AUM
$90.7M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; MONTHLY FEES FIXED MENU OF SERVICES
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsSUBSCRIPTION BASED SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $20.1M |
| High net worth individuals | 21 | $74.3M |
| Pension/profit sharing plans | 3 | $80K |
| Charitable organizations | 3 | $300K |
All web addresses on file
Official SEC filing: View on IAPD