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, SEC-registered RIA organized as an LLC and first registered in 2019. The firm is owner-operated and focuses on individuals and families, delivering financial planning and portfolio management for both private clients and small businesses or institutional entities. Its advisory fees are charged as a percentage of assets under management. The firm reports it does not serve as a capital allocator, is not an active ESG investor, and operates primarily as a single-state, newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Similar firms
Invest For A Lifetime, LLC
RIARed Bank, NJ
Evidence Advisors Investment Management
RIABoerne, TX
On Track Financial LLC
RIACanterbury, NH
Rosman Asset Management, LLC
RIASladek & Witek, LLP
RIATrumbull, CT
Trusttree Financial LLC
RIAHuntersville, NC