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ANTONELLI FINANCIAL ADVISORS, LLC

GROSSE POINTE, MI · CRD 286452 · IAPD ↗ · 313-290-2602

$229.1MRegulatory AUM
2Advisory reps
4Employees
5Clients
101-250Planning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — ANTONELLI FINANCIAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — ANTONELLI FINANCIAL ADVISORS, LLC reported RAUM up 39% ($139.3M -> $193.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
September 2024 — ANTONELLI FINANCIAL ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — ANTONELLI FINANCIAL ADVISORS, LLC (GROSSE POINTE, MI) is newly SEC-registered with $139.3M RAUM and 3 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.