Verified 10 Nov 2026
Muntz Financial, LLC
Muntz Financial, LLC is a fee-only fiduciary investment adviser in Doylestown, Pennsylvania, that calls itself a multi-family office. Its website lists investments, accounting, insurance and retirement plans among its services for families across generations. Its Form ADV filed on 31 March 2026 reported $178 million in regulatory assets for 32 high-net-worth clients.
- Type
- Multi-family office
- Location
- Doylestown, Pennsylvania, United States
- Sectors
- Public equities, Hedge funds
- Fund size / AUM
- $178M regulatory AUM (Form ADV, filed 2026-03-31)
- Latest fund or filing
- 31 Mar 2026
- Website
- www.muntzfinancial.com
Contacts on file
For Muntz Financial, LLC, the paid file holds: 1 named decision-maker with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/145971
- reports.adviserinfo.sec.gov/reports/ADV/145971/PDF/145971.pdf
- muntzfinancial.com/
- www.muntzfinancial.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.