RIA Intel›Advisers›Connecticut›KREITLER FINANCIAL LLC

KREITLER FINANCIAL LLC

Advisory

N·NEW HAVEN, CT

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$585M

1-Year AUM Growth

+8.0%

3-Year CAGR

+2.1%

Employees

5

Assets Under Management

Total AUM$585M

Discretionary AUM$581M

Non-Discretionary AUM$4M

Discretionary %99.3%

Total Clients148

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)-14.3%

Filing History

Total Filings on Record19

First FilingMay 8, 2020

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KREITLER FINANCIAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.