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POLYMATH FINANCIAL, LLC
CRD 317704 · SEC 801-123340
450 SOUTH ORANGE AVE, 3RD FLOOR, ORLANDO, FL, 32801, United States
Phone
407-492-9089
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.1M |
| Pension/profit sharing plans | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD