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METANOIA FINANCIAL, LLC

· CRD 152366 · IAPD ↗ · 267-367-6077

$138.7MRegulatory AUM
1Advisory reps
3Employees
4Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — METANOIA FINANCIAL, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — METANOIA FINANCIAL, LLC notice-filed in FL, GA, IL, NC, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
November 2024 — METANOIA FINANCIAL, LLC (location n/a) is newly SEC-registered with $117.9M RAUM and 1 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.