FINLEY WEALTH MANAGEMENT, LLC

FINLEY WEALTH MANAGEMENT, LLC of ESTERO, FL is an SEC-registered investment adviser (CRD 142776). Regulatory assets under management: $119.5M.

Registration

• CRD: 142776
• SEC file number: 801-131760
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142776 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search