RIA Intel›Advisers›Arizona›FINEST EDGE FINANCIAL LLC

FINEST EDGE FINANCIAL LLC

Advisory

Data as of Jan 2, 2026 · Source: SEC Form ADV

Average account

$42K

across 17 accounts

AUM per adviser

$707K

1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$707K

Discretionary %

100%

Clients

7

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$707K

Discretionary AUM$707K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

7 clients

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

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Advisers of similar size in AZ

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

GOLDEN ACRE LLC

$695K

MINDFUL MILLIONS MANAGEMENT PLLC

$626K

SONORAN CAPITAL MANAGEMENT LLC

$800K

THEODORE CHARLES EARLE

$580K

INVASOR CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ

$543K

PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC

$900K

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