FINWELL, INC.

FINWELL, INC. of BRENTWOOD, TN is an SEC-registered investment adviser (CRD 310850). Regulatory assets under management: $94.7M.

Registration

• CRD: 310850
• Type: Registered investment adviser
• Location: 330 FRANKLIN ROAD, BRENTWOOD, TN, 37027
• Phone: 805-415-7830
• Latest filing: 2026-05-04
• Regulatory AUM: $94.7M
• Discretionary AUM: $90.7M
• Non-discretionary AUM: $4.0M
• Clients: 4
• Accounts: 109

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310850 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search