Overview
Assets Under Management: $334 million
Headquarters: MARYVILLE, IL
High-Net-Worth Clients: 100
Average Client Assets: $498,495
Frequently Asked Questions
MEREDITH WEALTH PLANNING 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 #300019), MEREDITH WEALTH PLANNING LLC is subject to fiduciary duty under federal law.
MEREDITH WEALTH PLANNING LLC is headquartered in MARYVILLE, IL.
MEREDITH WEALTH PLANNING LLC serves 100 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, MEREDITH WEALTH PLANNING LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MEREDITH WEALTH PLANNING LLC manages $334 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, MEREDITH WEALTH PLANNING LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.92
Average High-Net-Worth Client Assets: $498,495
Total Client Accounts: 803
Discretionary Accounts: 803
Regulatory Filings
CRD Number: 300019
Filing ID: 1963045
Last Filing Date: 2025-03-20 09:59:00
Website: https://meredithwealth.com