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KREITLER FINANCIAL LLC

NEW HAVEN, CT · CRD 309056 · IAPD ↗ · 203-867-4396

$584.9MRegulatory AUM
5Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — KREITLER FINANCIAL LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — KREITLER FINANCIAL LLC crossed $500M in regulatory AUM ($476.7M -> $514.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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