PODELL FINANCIAL GROUP LLC
SEC RegisteredIntelligent Wealth. Purposefully Managed.
About the firm
Podell Financial Group operates like a family office, integrating advanced strategies across public and private markets in a coordinated, tax-aware, risk-managed way. The firm focuses on tax-efficient wealth strategies beyond traditional investment management, with a long-term, multigenerational capital mindset.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax-efficient wealth management including options and structured strategies, advanced tax strategy and mitigation, private placements and pre-IPO access, real estate, private equity and venture capital, specialized pension investment architecture, strategic monetization of highly concentrated equity positions, tax-efficient Roth conversions, real estate depreciation for tax advantage, advanced tax loss creation and passive offset strategies, tax reduction strategies in business sales, and exclusive private market opportunities.
Who they serve
Business owners and high-income individuals and families who want to keep more of what they earn, primarily those with at least $1 million in investable assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 184 | $79M |
| High Net Worth Individuals | 32 | $112M |
| Charitable Organizations | 20 | $36M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| Next $1,000,000 | 1.25% |
| Over $2,000,000 | 1.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PODELL FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.