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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Finer Wealth Management have?","answer":"Finer Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Finer Wealth Management invest in?","answer":"At the end of its last fiscal year, Finer Wealth Management’s separately managed accounts held 71% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs) and 4% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Finer Wealth Management?","answer":"Finer Wealth Management’s direct owners are Michael Finer (75% or more) and Stephen Anastos (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Finer Wealth Management get paid?","answer":"Finer Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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