Falists
← Back to search

METANOIA FINANCIAL, LLC

CRD 152366 · SEC 801-131411

Visit website

GA, United States

Phone

267-367-6077

Fax

404-585-4813

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$138.7M

Discretionary AUM

$138.7M

Team

3 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX PLANNING AND PREPERATION

Client types

TypeClientsAUM
Individuals114$39.0M
High net worth individuals37$99.7M

States served

GA, IL, NJ, NC, PA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD