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FINN WEALTH MANAGEMENT LLC
CRD 318774
8601 N DIVISION STREET, SUITE C, SPOKANE, WA, 99208, United States
Phone
5095081298
Fax
8663466329
Registration
— (—)
Source
State registered
Total AUM
$13.5M
Discretionary AUM
$13.5M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $11.7M |
All web addresses on file
Official SEC filing: View on IAPD