Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 37
Average Client Assets: $2.7 million
Frequently Asked Questions
METANOIA FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152366), METANOIA FINANCIAL, LLC is subject to fiduciary duty under federal law.
METANOIA FINANCIAL, LLC serves 37 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, METANOIA FINANCIAL, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
METANOIA FINANCIAL, LLC manages $139 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, METANOIA FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.87%
Average Client Assets: $2.7 million
Total Client Accounts: 554
Discretionary Accounts: 554
Regulatory Filings
CRD Number: 152366
Filing ID: 2081824
Last Filing Date: 2026-03-31 07:36:25