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| Keyboard |
| Kreitler Financial LLC
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|---|---|
| CRD # | 309056 |
| SEC # | 801-118881 |
| CIK # | |
| AUM | 584.9 M (2026-03-13) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 203-867-4396 |
| Address | 265 Church Street New Haven, CT 06510 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 24.0 |
| (b) Individuals (high net worth individuals) | 109 | 543.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.5 |
| (h) Charitable organizations | 0 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 584.9 |
| By Discretionary | ||
| Discretionary | 944 | 580.7 |
| Non-Discretionary | 6 | 4.2 |
| Total | 950 | 584.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 583.5 | |
| Total | 950 | 584.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Castle Rock Wealth Management LLC
✚
|
CA | 587.1 M |
|
Squire Investment Management Company LLC
✚
|
UT | 586.7 M |
|
Diversified Financial Advisors LLC
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|
MO | 585.9 M |
|
Wellspring Wealth Management LLC
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|
GA | 584.8 M |
|
Twin Peaks Wealth Advisors LLC
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|
584.8 M | |
|
Freedom Fiduciaries LLC
✚
|
ID | 584.6 M |
|
Hobbs Group Advisors LLC
✚
|
SC | 584.4 M |
|
Fortress Private Ledger LLC
✚
|
NC | 584.0 M |
|
Rowling & Associates LLC
✚
|
CA | 583.0 M |
|
Howard Bailey Securities LLC
✚
|
IN | 582.8 M |