MUNTZ FINANCIAL, LLC

Overview

Muntz Financial, LLC is a small, owner-operated advisory firm organized as an LLC that blends wealth management with insurance and accounting services. The firm is SEC-registered (2024) and positions itself as a hybrid advisor serving individual and family clients as well as institutional and pooled-vehicle investors. Its stated advisory activities include discretionary portfolio management across individuals, businesses and pooled vehicles, and pension consulting services. The business also operates as an insurance broker and provides accounting-related services, which shapes how it structures client solutions (for example, integrating annuities and insurance products into wealth plans). Investment approach leans toward liquid public vehicles for core exposure while supplementing portfolios with private-market allocations. The firm is not an active ESG investor. Fee arrangements are based on a percentage of assets under management, and the advisor also functions as a sponsor/manager or general partner for pooled investment vehicles it oversees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices