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ENGLEBERT FINANCIAL ADVISERS, LLC

ALLENTOWN, PA · CRD 300568 · IAPD ↗ · 484-350-3301

$156.6MRegulatory AUM
3Advisory reps
3Employees
9Clients
0Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — ENGLEBERT FINANCIAL ADVISERS, LLC (ALLENTOWN, PA) is newly SEC-registered with $125.2M 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.