RIA Intel›Advisers›Delaware›FINWELL, INC.

FINWELL, INC.

Advisory

DE

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in DE
#76
of 79 advisers by AUM
Average account
$869K
across 109 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM
$95M
Discretionary %
95.8%
Clients
136
Employees
5

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$95M
Discretionary AUM$91M
Non-Discretionary AUM$4M
Discretionary %95.8%
Total Clients136
Team
Total Employees5
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, NC, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

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PORTFOLIO MANAGEMENT & PLANNING, INC.
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RUNNYMEDE CAPITAL MANAGEMENT INC
$94M
-15.4% 1Y
DELMARVA LIMITED FINANCIAL CONSULTANTS
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$93M
+5.0% 1Y
CEDAR CAPITAL, LLC
$93M
-7.8% 1Y

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