Finwell, Inc.

Finwell, Inc. (CRD# 310850) is a financial advisory firm headquartered in Nashville, TN. They manage $54,363,015 in 191 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
709 Merrit Avenue, Nashville, TN 37213
https://www.linkedin.com/company/finwell-benefits/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $284,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TN, TX

Financial Advisors at Finwell, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Breanna Stott, financial advisor Nashville TN
Breanna M. Stott
CRD#: 5554829
209 Manchester Avenue, Nashville, TN 37206

Breanna Stott (CRD# 5554829) is an Investment Advisor Representative working at Finwell, Inc. in Nashville, TN and has over 15 years of experience in the finance industry.

2
Timothy Watson, financial advisor Nashville TN
Timothy E. Watson
CRD#: 7027846
209 Manchester Avenue, Nashville, TN 37206

Timothy Watson (CRD# 7027846) is an Investment Advisor Representative working at Finwell, Inc. in Nashville, TN and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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