Investment adviser · CRD 142776
FINLEY WEALTH ADVISORS
Investment adviser filing (IA)
FINLEY WEALTH MANAGEMENT, LLC
ESTERO, FL, United States · Form ADV filed Jul 23, 2025
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $108,330,212 | 90.6% |
| Individuals | 24 | $11,182,664 | 9.4% |
Filing source
Form ADV 2005221 · Jul 23, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 23, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
10600 CHEVROLET WAY, SUITE 101ESTERO, FL, 33928, United States
CRD 142776
Filing source
Form ADV 2005221 · Jul 23, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.