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FINISH WELL RIA LLC
CRD 321957 · SEC 801-136477
1 E CAMPUS VIEW BLVD, STE 250, COLUMBUS, OH, 43235, United States
Phone
(833) 397-3847
Fax
(877) 823-4595
Registration
— (—)
Source
State registered
Total AUM
$109.0M
Discretionary AUM
$109.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $55.0M |
| High net worth individuals | 25 | $54.0M |
All web addresses on file
Official SEC filing: View on IAPD