Overview
Assets Under Management: $86 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 46
Average Client Assets: $1.1 million
Frequently Asked Questions
MEADOWBROOK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110508), MEADOWBROOK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MEADOWBROOK WEALTH MANAGEMENT, LLC is headquartered in GARDEN CITY, NY.
MEADOWBROOK WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, MEADOWBROOK WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MEADOWBROOK WEALTH MANAGEMENT, LLC manages $86 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, MEADOWBROOK WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.79%
Average Client Assets: $1.1 million
Total Client Accounts: 240
Discretionary Accounts: 240
Regulatory Filings
CRD Number: 110508
Filing ID: 1941260
Last Filing Date: 2025-02-20 14:47:00