|
⚲
|
| Keyboard |
| Metanoia Financial LLC
✚
|
|
|---|---|
| CRD # | 152366 |
| SEC # | 801-131411 |
| CIK # | |
| AUM | 138.7 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 267-367-6077 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 39.0 |
| (b) Individuals (high net worth individuals) | 37 | 99.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 554 | 138.7 |
| By Discretionary | ||
| Discretionary | 554 | 138.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 554 | 138.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.7 | |
| Total | 554 | 138.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
MPWA Inc
✚
|
CA | 140.8 M |
|
RSG Investments LLC
✚
|
KS | 140.5 M |
|
Hoya Capital Real Estate LLC
✚
|
CT | 140.1 M |
|
Bosman Wealth Management LLC
✚
|
CA | 140.1 M |
|
Wisdom Wealth Investment Advisors LLC
✚
|
AZ | 138.8 M |
|
TKC Wealth Management LLC
✚
|
TX | 138.6 M |
|
Tarheel Advisors LLC
✚
|
NC | 137.8 M |
|
Ruggiero Investments Inc
✚
|
FL | 137.6 M |
|
21 West Wealth Management LLC
✚
|
CA | 137.1 M |
|
Harger and Company Inc
✚
|
LA | 137.0 M |