FELICITY FINANCIAL LLC

FELICITY FINANCIAL LLC is an SEC-registered investment adviser (CRD 325503).

Registration

• CRD: 325503
• Type: Registered investment adviser
• Phone: 866-433-5424
• Latest filing: 2025-10-30
• Clients: 1

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search