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Meredith Wealth Planning LLC

● SEC registered since 2021CRD 300019SEC# 801-122113Maryville, IL
Export (members)
Reg. AUM
$334.1M
Employees
2
Accounts
803
Location
Maryville, IL

Meredith Wealth Planning LLC assets under management

Meredith Wealth Planning LLC is a registered investment adviser overseen by the SEC based in Maryville, IL. The firm has been registered since 2021. It reports $334.1 million in regulatory assets under management and employs 2 people.
meredithwealth.comView on SEC.gov ↗

Meredith Wealth Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Thomas Meredith ControlManaging Member & CcoOver 75%2019

Frequently asked questions

How much does Meredith Wealth Planning LLC manage?

Meredith Wealth Planning LLC reports $334.1 million in regulatory assets under management on its Form ADV.

How many employees does Meredith Wealth Planning LLC have?

Meredith Wealth Planning LLC reports 2 employees.

Where is Meredith Wealth Planning LLC located?

Meredith Wealth Planning LLC is based in Maryville, IL and has been SEC-registered since 2021.

Does Meredith Wealth Planning LLC disclose fund performance?

Meredith Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6300 East Main Street, Maryville, IL 62062
Phone618-744-6755
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1956471
Discloses disciplinary historyNo

Assets under management

Discretionary$334.1M
Non-discretionary$0
Total (RAUM)$334.1M