MEREDITH WEALTH PLANNING
Firm details
- Headquarters
- MARYVILLE, Illinois
- CRD number
- 300019
- Registered since
- August 18, 2021
- Website
- www.meredithwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI83.1%
- Individuals13.09%
- Corporations / Businesses3.74%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meredith Wealth Planning is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owner-operated and charges fixed fees for its services. Its client base is focused on individuals and families; advisory offerings listed on its ADV include financial planning and portfolio management for individuals, small businesses, and business or institutional entities. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Private Funds1%
Contacts
2 of 2MARK MEREDITH
FounderCRD 5669758
RICHARD WIMMER
Financial PlannerCRD 5584593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$356M in ETFs
10%
$35.3M
89%
$321M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $65.4M | 591,966 | 18.35% |
Location
MARYVILLE, IL
MADISON
Location
MARYVILLE, IL
Headquartered in MARYVILLE, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- MADISON
- Address
- 6300 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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