Kreitler Financial LLC
Kreitler Financial LLC is an SEC-registered wealth manager in New Haven, CT with $584.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Kreitler Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309056, SEC 801-118881, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $584.9M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- New Haven, CT
- Employees
- 10
- Clients
- 173
- CRD
- 309056
- Ownership
- TYRIL, DWAYNE, MICHAEL; BLANCHARD, SANDRA, LEE; KREITLER, CHARLES, FRANCIS; KREITLER, ROBERT, PHILIP; ROBERT KREITLER 2021 TRUST FOR THE FAMILY OF CHARLES KREITLER
How much AUM does Kreitler Financial LLC have?
Kreitler Financial LLC reported $584.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Kreitler Financial LLC?
Disclosed owners and executives of Kreitler Financial LLC include TYRIL, DWAYNE, MICHAEL, BLANCHARD, SANDRA, LEE, KREITLER, CHARLES, FRANCIS, KREITLER, ROBERT, PHILIP, ROBERT KREITLER 2021 TRUST FOR THE FAMILY OF CHARLES KREITLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.