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MUNTZ FINANCIAL, LLC

DOYLESTOWN, PA · CRD 145971 · IAPD ↗ · muntzfinancial.com · 215-262-6909

$177.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
November 2024 — MUNTZ FINANCIAL, LLC (DOYLESTOWN, PA) is newly SEC-registered with $154.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.