# Geremia Financial Services, LLC

> Geremia Financial Services, LLC is an SEC-registered investment advisory firm in Edison, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 156504
- Filed as: GEREMIA FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edison, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156504
- AdvisorCensus page: https://advisorcensus.com/firm/geremia-financial-services-llc-edison-nj-156504

## Quick answers

**How is Geremia Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Geremia Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Geremia Financial Services, LLC located?**
Geremia Financial Services, LLC's principal office is in Edison, NJ, according to its Form ADV.

**Is Geremia Financial Services, LLC registered with the SEC or a state?**
Geremia Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 156504.

**How much does Geremia Financial Services, LLC manage?**
Geremia Financial Services, LLC reports $132,237,091 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Geremia Financial Services, LLC's assets and staff changed since 2025?**
In the Form ADV data for Geremia Financial Services, LLC: Regulatory assets under management: $103,428,317 in the October 2025 data and $132,237,091 in the October 2026 data, up 28%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Geremia Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (31); charitable organizations (2).

**Does Geremia Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156504

**Does Geremia Financial Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "GFS does not impose a minimum portfolio size or a minimum annual fee."

**What changed in Geremia Financial Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 0. Regulatory assets under management went from $103,428,317 to $132,237,091 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> GFS does not impose a minimum portfolio size or a minimum annual fee.

- Minimum annual fee: None

> GFS does not impose a minimum portfolio size or a minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $132,237,091
- Discretionary: $132,237,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $28,408,643 |
| High net worth individuals | 31 | $103,828,448 |
| Charitable organizations | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ, NY, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- geremiafinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,428,317 | 2 | March 14, 2025 |
| October 2026 | $132,237,091 | 2 | March 31, 2026 |

Regulatory assets under management: $103,428,317 in the October 2025 data and $132,237,091 in the October 2026 data, up 28%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 0.
- Regulatory assets under management went from $103,428,317 to $132,237,091 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Geremia Financial Services, LLC (CRD 156504): Form ADV filing data as of October 2026.