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PODELL FINANCIAL GROUP LLC

FAIRFIELD, NJ · CRD 325383 · IAPD ↗ · podellfinancial.com · 973-227-8001

$227.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — PODELL FINANCIAL GROUP LLC reported RAUM up 32% ($172.2M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
February 2025 — PODELL FINANCIAL GROUP LLC changed its website from podellfinancialgroup.com to podellfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
February 2025 — PODELL FINANCIAL GROUP LLC notice-filed in FL, MA, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — PODELL FINANCIAL GROUP LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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