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- Custodian
- Altruist · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Radial oakUnison legacy +more
- Established Date
- 03-21-2022
- Office Locations
- 1
Office Locations
About Finn Wealth Management LLC
Finn Wealth Management LLC is an independent, commission-free fiduciary advisor in Spokane, WA focused on retirement planning and goal-based investing for individuals following the Dave Ramsey Baby Steps, including those consolidating $100k+ in retirement accounts. Vetted through Dave Ramsey’s SmartVestor program, the firm provides a free financial plan and investment analysis and ongoing personalized portfolio management with ETF-heavy allocations and transparent pricing.
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Owner & Executives
PETER ASHLEY FINN
Financial Advisor, Owner
- CRD
- #6455286
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,539,060 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,539,060 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,539,060
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,900,300,165 | 21.9% |
| Derivatives | $676,819,237 | 7.8% |
| Cash | $1,908,977,335 | 22.0% |
| Corporate - Investment Grade | $1,830,882,807 | 21.1% |
| U.S. Government/Agency | $642,110,558 | 7.4% |
| Municipal Bonds | $1,718,079,601 | 19.8% |
| Total | $8,677,169,703 | 100.0% |