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SETTANNI FINANCIAL LLC

ARMONK, NY · CRD 298989 · IAPD ↗ · (914) 767-0974

$397.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — SETTANNI FINANCIAL LLC reported RAUM up 46% ($230.8M -> $336.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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