| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Michalak Control | Managing Member | 25-50% | 2025 |
| Julie Elizabeth Bahr Control | Managing Member | 25-50% | 2025 |
| Kelly Ann Richert Control | Managing Member/Cco | 25-50% | 2025 |
Meramec Financial Planners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Meramec Financial Planners, LLC reports 16 employees.
Meramec Financial Planners, LLC is based in Clayton, MO and has been SEC-registered since 2025.
Meramec Financial Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7911 Forsyth Blvd., Suite 200, Clayton, MO 63105 |
| Phone | 314-579-3295 |
| Office hours | 8A-5P |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.02B |
| Non-discretionary | $255.6M |
| Total (RAUM) | $1.28B |