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MUNIFI, LLC
CRD 331613File 801-130488
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$198K
Bottom 25% of cohort (national)
Discretionary AUM
$11K
Non-discretionary $187K
Clients
7
7 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 13, 2024
- Principal office
- 555 PIER AVENUE, SUITE C, HERMOSA BEACH, CA, 90254
- Phone
- 310-729-3421
- Website
- https://www.munifi.app
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $198K
- Discretionary AUM
- $11K
- Non-discretionary AUM
- $187K
- Discretionary accounts
- 1
- Non-discretionary accounts
- 6
- Total accounts
- 7
- AUM per client
- $28K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $188K |
| Individuals (other than high net worth individuals) | Fewer than 5 | $9K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.