← Tributary

FINISH WELL RIA LLC

COLUMBUS, OH · CRD 321957 · IAPD ↗ · fwretire.com · (833) 397-3847

$109.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — FINISH WELL RIA LLC (COLUMBUS, OH) is newly SEC-registered with $109.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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