Muntz Financial, LLC
Muntz Financial, LLC is an SEC-registered wealth manager in Doylestown, PA with $177.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Muntz Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145971, SEC 801-131242, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $177.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Doylestown, PA
- Employees
- 3
- Clients
- 99
- CRD
- 145971
- Ownership
- MUNTZ, DAVID, MICHAEL; STRZELECKI, ZIGMUND, CHRISTIAN
How much AUM does Muntz Financial, LLC have?
Muntz Financial, LLC reported $177.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Muntz Financial, LLC?
Disclosed owners and executives of Muntz Financial, LLC include MUNTZ, DAVID, MICHAEL, STRZELECKI, ZIGMUND, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.