Second Half Financial Partners, LLC
Second Half Financial Partners, LLC is an SEC-registered mass-market adviser in Sebring, FL with $128.0M assets under management (AUM, regulatory AUM), -65% over one year. See who owns Second Half Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163454, SEC 801-113533, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $128.0M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Sebring, FL
- Employees
- 5
- Clients
- 493
- CRD
- 163454
- Ownership
- SWAINE, JOHN, WILLIAM; LEIDEL, GEORGE, DAVID; SHAVER, LEILA, MEHRIZI; FITCH GLOBAL, LLC; JOHN 3:30 LLC
How much AUM does Second Half Financial Partners, LLC have?
Second Half Financial Partners, LLC reported $128.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Second Half Financial Partners, LLC?
Disclosed owners and executives of Second Half Financial Partners, LLC include SWAINE, JOHN, WILLIAM, LEIDEL, GEORGE, DAVID, SHAVER, LEILA, MEHRIZI, FITCH GLOBAL, LLC, JOHN 3:30 LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.