Finn Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,539,060
Total clients
118
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
118
Average account size
$114,738
About
Finn Wealth Management LLC is an independent wealth management firm that provides discretionary investment management and goals- and cash-flow-based financial planning to individuals (including higher‑net‑worth households), trusts, businesses, and nonprofit organizations. The firm operates as a solo adviser and reported approximately $13.5 million in assets under management as of 12/31/2025.
Investment decisions are informed by a mix of fundamental, strategic, technical and memetic analysis, and the firm generally favors a long‑term approach while offering more active, shorter‑term strategies when appropriate. Portfolios may be managed directly or implemented through third‑party managers and model portfolios provided by custodians; available investments include stocks, bonds, ETFs, mutual funds, structured products and covered‑call option strategies.
Compared with many single‑advisor independents, the brochure highlights the firm’s use of derivative‑linked instruments (structured products and covered calls) and its routine access to model marketplaces (Altruist’s Model Marketplace and Schwab’s iRebal) to implement client solutions. The adviser also discloses credentials and planning expertise in philanthropy and private wealth (e.g., CAP and CPWA designations) and serves corporate and nonprofit clients in addition to individual households, a client mix that is less common among peers of its size.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Options & derivatives strategies
Fee options
<$100,000 - $99,999: 2.00% $100,000 - $149,999: 1.75% $150,000 - $199,999: 1.50% $200,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.70% $2,000,000 - $2,999,999: 0.60% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $7,499,999: 0.40% $7,500,000 - $9,999,999: 0.35% $10,000,000+: Customized
Account minimum: $100,000 (waivable at discretion)
Main office location
Finn Wealth Management LLC
8601 N Division Street, Suite C
Spokane WA 99208, United States
Number of offices
1
Most active in
Finn Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Alaska · North Carolina · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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