MERINGOFF WEALTH MANAGEMENT GROUP, LLC

Overview

Meringoff Wealth Management Group, LLC is an independent, owner-operated registered investment adviser that concentrates on discretionary portfolio management and financial planning for individual and family clients. The firm tilts heavily toward public equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure. Its fee schedule includes both a percentage-of-assets component and performance-based fees, which suggests it manages some client relationships under outcome-linked arrangements or for higher-net-worth accounts that accept incentive compensation structures. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Advisory activity centers on personalized planning and portfolio management for individuals and small businesses, with discretionary authority over client assets. Custodial relationships are in place with major industry providers to support trading and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices