# FINLEY WEALTH MANAGEMENT, LLC

FINLEY WEALTH MANAGEMENT, LLC of ESTERO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142776
- Type: SEC-registered investment adviser
- SEC file number: 801-131760
- Location: 10600 CHEVROLET WAY, SUITE 101, ESTERO, FL, 33928
- Phone: 239-267-7500
- Latest filing: 2025-07-23
- Regulatory AUM: $119.5M
- Discretionary AUM: $119.5M
- Clients: 3
- Accounts: 72

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Douglas William Finley | PRESIDENT | — |
| Janice Hirzel | CHIEF COMPLIANCE OFFICER | — |
| FINLEY DOUGLAS WILLIAM | PRESIDENT | — |
| Hirzel Janice | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142776/similar
- Related entities: https://search.stillhousedata.com/firm/142776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142776

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.