← Tributary

SOMNIO FINANCIAL GROUP, LLC

GLASTONBURY, CT · CRD 174217 · IAPD ↗ · 860-430-5500

$168.3MRegulatory AUM
2Advisory reps
4Employees
5Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — SOMNIO FINANCIAL GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2025 — SOMNIO FINANCIAL GROUP, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — SOMNIO FINANCIAL GROUP, LLC (GLASTONBURY, CT) is newly SEC-registered with $116.8M 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.