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Multi-Family OfficeRIA · CRD 318774State-Registered Investment Adviser

Updated:

Finn Wealth Management

FINN WEALTH MANAGEMENT LLC is a state-registered investment adviser in Spokane, WA. The firm manages approximately $14 million in regulatory assets.

Overview

FINN WEALTH MANAGEMENT LLC is a state-registered investment adviser in Spokane, WA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

Who runs investment decisions at Finn Wealth Management?

No principals have been identified in public records for Finn Wealth Management. The firm's leadership team is not disclosed on its website or in available filings (public record).

How does Finn Wealth Management source proprietary deal flow?

Without public disclosure of the firm's deal-sourcing model, it is not possible to describe how Finn Wealth Management generates proprietary opportunities. Some family offices rely on internal networks and co-investment clubs, but this cannot be confirmed for Finn Wealth Management (public record).

Does Finn Wealth Management participate in fund commitments or only direct deals?

The firm's approach to fund commitments versus direct deals is not disclosed. Without public information, it is impossible to categorize its investment vehicle usage (public record).

What investment stages does Finn Wealth Management typically target?

No investment stage preferences have been publicly attributed to Finn Wealth Management. The firm does not disclose target stages such as venture, growth, or buyout (public record).

Which sectors does Finn Wealth Management focus on?

Sector focus is not disclosed by Finn Wealth Management. The firm has not publicized any industry preferences or exclusions (public record).

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