Mead Wealth Management LLC

Overview

Mead Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm acts as a capital allocator and emphasizes equity exposure — both exchange-traded and non-exchange-traded positions — while delivering financial planning and portfolio management for small clients. Services also include selecting sub‑advisers and running educational workshops and seminars, which suggests a consultative approach where the firm often steers clients to specialized managers or solutions rather than holding full discretionary authority across all relationships. The firm uses a mix of fee arrangements (percentage of AUM, hourly billing and other fee types) and is not positioned as an ESG-focused manager. Its regulatory posture is consistent with a single-state, boutique advisory practice rather than a multi-state or institutional consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices