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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2012
- Office Locations
- 1
Office Locations
About Fineberg Wealth Management, LLC
Fineberg Wealth Management is an independently owned RIA in Ann Arbor, Michigan, led by CFP® professional S. Zachary Fineberg. The firm provides discretionary portfolio management and financial planning for retail clients, emphasizing fiduciary advice, capital preservation, and generational wealth transfer. Portfolios are implemented primarily with ETFs and U.S. government/agency bonds, with custody through platforms such as Altruist.
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Owner & Executives
SAMUEL ZACHARY FINEBERG
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5851748
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,902,143 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,902,143 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,902,143
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,331,640,453 | 26.5% |
| U.S. Government/Agency | $939,685,904 | 18.7% |
| Cash | $894,460,380 | 17.8% |
| Other | $1,859,271,575 | 37.0% |
| Total | $5,025,058,312 | 100.0% |