# Finn Wealth Management LLC

> Finn Wealth Management LLC is a state-registered investment advisory firm in Spokane, WA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 318774
- Filed as: FINN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318774
- AdvisorCensus page: https://advisorcensus.com/firm/finn-wealth-management-llc-spokane-wa-318774

## Quick answers

**How is Finn Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Finn Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Finn Wealth Management LLC located?**
Finn Wealth Management LLC's principal office is in Spokane, WA, according to its Form ADV.

**Is Finn Wealth Management LLC registered with the SEC or a state?**
Finn Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318774.

**How much does Finn Wealth Management LLC manage?**
Finn Wealth Management LLC reports $13,539,060 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**What types of clients does Finn Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118).

**Does Finn Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318774

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,539,060
- Discretionary: $13,539,060
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $11,668,426 |
| High net worth individuals | Fewer than 5 | $1,870,634 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, ID, NC, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finnwm.com
- winwithfinn.com
- Facebook @Finn-Wealth-Management-LLC
- Facebook facebook.com
- LinkedIn @finnwealth
- LinkedIn @peter-finn-cpwa®-crpc®-cap®-40bb1a97

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finn Wealth Management LLC (CRD 318774): Form ADV filing data as of October 2026.