FINEBERG WEALTH MANAGEMENT, LLC

FINEBERG WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 162901). Regulatory assets under management: $10.9M.

Registration

• CRD: 162901
• Type: Registered investment adviser
• Phone: 734-230-7900
• Latest filing: 2026-01-20
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162901 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search