# Phin Wealth

> Phin Wealth is a state-registered investment advisory firm in Middleburg, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 343067
- Filed as: PHIN WEALTH
- Legal name: Phin Wealth Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middleburg, VA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343067
- AdvisorCensus page: https://advisorcensus.com/firm/phin-wealth-middleburg-va-343067

## Quick answers

**How is Phin Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Phin Wealth reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Phin Wealth located?**
Phin Wealth's principal office is in Middleburg, VA, according to its Form ADV.

**Is Phin Wealth registered with the SEC or a state?**
Phin Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343067.

**How much does Phin Wealth manage?**
Phin Wealth reports $0 in regulatory assets under management in its Form ADV filing dated August 3, 2026.

**Does Phin Wealth 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/343067

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phin Wealth (CRD 343067): Form ADV filing data as of October 2026.