This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2020
- Office Locations
- 3
Office Locations
About Finwell, Inc.
Finwell, Inc. is an independent, fee-only RIA offering financial planning, investment management, and values-driven private wealth management for individuals and families, including high-net-worth clients. Led by a CFP(R) professional with an MBA and 15+ years advising experience, the firm builds goal-based, optimized portfolios and action plans, supported by select tech partners and Charles Schwab custody, with no commissions or sales incentives.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BREANNA MAY STOTT
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5554829
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
Dallas Jackson
Financial Advisor, General Partner
- CRD
- #6389644
Timothy Edward Watson
--
- CRD
- #7027846
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,725,422 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $94,725,422 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing