Pitzl Financial
Pitzl Financial is an SEC-registered wealth manager in Arden Hills, MN with $498.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Pitzl Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171441, SEC 801-113328, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $498.0M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Arden Hills, MN
- Employees
- 8
- Clients
- 394
- CRD
- 171441
- Ownership
- PITZL, JOSEPH, DANIEL; PITZL, JOHN, MICHAEL; PITZL, DANIEL, CHARLES; Gabriel, Justin, Jeffery
How much AUM does Pitzl Financial have?
Pitzl Financial reported $498.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Pitzl Financial?
Disclosed owners and executives of Pitzl Financial include PITZL, JOSEPH, DANIEL, PITZL, JOHN, MICHAEL, PITZL, DANIEL, CHARLES, Gabriel, Justin, Jeffery. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.