# Finwell, Inc.

> Finwell, Inc. is a state-registered investment advisory firm in Brentwood, TN, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 310850
- Filed as: FINWELL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310850
- AdvisorCensus page: https://advisorcensus.com/firm/finwell-inc-brentwood-tn-310850

## Quick answers

**How is Finwell, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Finwell, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Finwell, Inc. located?**
Finwell, Inc.'s principal office is in Brentwood, TN, according to its Form ADV.

**Is Finwell, Inc. registered with the SEC or a state?**
Finwell, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310850.

**How much does Finwell, Inc. manage?**
Finwell, Inc. reports $94,725,422 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (96% discretionary).

**What types of clients does Finwell, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Finwell, Inc. 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/310850

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $94,725,422
- Discretionary: $90,725,422
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $20,091,998 |
| High net worth individuals | 21 | $74,253,424 |
| Banking or thrift institutions | Not reported | $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) | 3 | $80,000 |
| Charitable organizations | 3 | $300,000 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finwellbenefits.com
- Facebook @finwellbenefits
- Instagram @finwellbenefits
- LinkedIn @finwell-benefits

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finwell, Inc. (CRD 310850): Form ADV filing data as of October 2026.