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FINER WEALTH MANAGEMENT, INC.

SALEM, MA · CRD 129987 · IAPD ↗ · finer.com · 978-740-1011

$305.8MRegulatory AUM
2Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — FINER WEALTH MANAGEMENT, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — FINER WEALTH MANAGEMENT, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
February 2026 — FINER WEALTH MANAGEMENT, INC. notice-filed in CA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — FINER WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2024 — FINER WEALTH MANAGEMENT, INC. changed its website from finerwealth.com to finer.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — FINER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($166.3M -> $210.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.