RIA Intel›Advisers›Michigan›FINEBERG WEALTH MANAGEMENT, LLC

FINEBERG WEALTH MANAGEMENT, LLC

Advisory

MI

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$198K

across 55 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients390

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

390 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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WHITE TREE WEALTH, LLC

$11M

VERDURA WEALTH MANAGEMENT, LLC

$10M

TRUSTEE EMPOWERMENT & PROTECTION, INC.

$10M

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