Settanni Financial LLC
Settanni Financial LLC is an SEC-registered wealth manager in Armonk, NY with $397.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Settanni Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298989, SEC 801-114219, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $397.0M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Armonk, NY
- Employees
- 4
- Clients
- 160
- CRD
- 298989
- Ownership
- SETTANNI, DAVID, VINCENT; SETTANNI, DONATO; COLLACURO, VITO
How much AUM does Settanni Financial LLC have?
Settanni Financial LLC reported $397.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Settanni Financial LLC?
Disclosed owners and executives of Settanni Financial LLC include SETTANNI, DAVID, VINCENT, SETTANNI, DONATO, COLLACURO, VITO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.