MUNTZ FINANCIAL, LLC

CRD 145971File 801-131242

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$177.6M

Bottom 25% of cohort (national)

Discretionary AUM

$177.2M

Non-discretionary $445K

Clients

252 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 3, 2024
Principal office: 108 N. MAIN STREET, SUITE 202, DOYLESTOWN, PA, 18901
Phone: 215-262-6909
Website: HTTP://WWW.MUNTZFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $177.6M
Discretionary AUM: $177.2M
Non-discretionary AUM: $445K
Discretionary accounts: 248
Non-discretionary accounts: 4
Total accounts: 252
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$9.1M
Charitable organizations	Fewer than 5	$109K
High net worth individuals	32	$98.1M
Pooled investment vehicles	1	$267K
Pension and profit sharing plans	Fewer than 5	$55.1M
Individuals (other than high net worth individuals)	61	$15.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.