# FINWELL, INC.

FINWELL, INC. of BRENTWOOD, TN is an SEC-registered investment adviser.

## Registration

- CRD: 310850
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310850/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310850/similar
- Related entities: https://search.stillhousedata.com/firm/310850/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310850

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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.