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Meschel Wealth Management LLC

CRD 307239SEC# 801-136634
Export (members)
No longer SEC-registered. Meschel Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.5M
Employees
3
Accounts
433
Location

Meschel Wealth Management LLC assets under management

Meschel Wealth Management LLC is a registered investment adviser overseen by the SEC. It reports $107.5 million in regulatory assets under management and employs 3 people.

Meschel Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
David Gregory Meschel ControlManaging Member And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Meschel Wealth Management LLC manage?

Meschel Wealth Management LLC reports $107.5 million in regulatory assets under management on its Form ADV.

How many employees does Meschel Wealth Management LLC have?

Meschel Wealth Management LLC reports 3 employees.

Does Meschel Wealth Management LLC disclose fund performance?

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

Contact & registration

Office hours9 - 5
Discloses disciplinary historyNo

Assets under management

Discretionary$107.5M
Non-discretionary$0
Total (RAUM)$107.5M