RIA Intel›Advisers›Florida›CRITICAL MASS FINANCIAL, LLC

CRITICAL MASS FINANCIAL, LLC

Advisory

FL

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in FL

#2,571

of 2,610 advisers by AUM

Average account

$167K

across 1 accounts

AUM per adviser

$167K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$167K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$167K

Discretionary AUM$0

Non-Discretionary AUM$167K

Discretionary %0%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BOGGESS ASSET MANAGEMENT LLC

WEST PALM BEACH, FL

$175K

MIAMI WEALTH MANAGEMENT LLC

$158K

TACTICAL FINANCIAL PLANNING INC

$158K

OBSIDIAN WISDOM LLC

$150K

AMERICAN WEALTH SERVICES, LLC

$150K

FIDELITY CAPITAL MANAGEMENT CORP

PALM HARBOR, FL

$150K

Get the full picture on CRITICAL MASS FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CRITICAL MASS FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans