Meeks Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299703
- Registered since
- January 28, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meeks Wealth Management, LLC is an independent, owner-operated advisory firm registered in Arizona that positions itself as a fee-based wealth manager for individuals and families. The firm bills clients on a percentage-of-assets-under-management basis and offers financial planning alongside portfolio management for individuals, small businesses, and business or institutional clients. The adviser describes itself as recently formed and does not identify as a capital allocator or as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds8%
- State & Local Bonds2%
Contacts
1 of 1Kirke Meeks
CCO, Managing MemberCRD 2395018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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