Meristead Wealth, LLC
Firm details
- Headquarters
- Westlake, Texas
- CRD number
- 282103
- Registered since
- January 4, 2016
- Website
- stansberryam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.55%
- Individuals18.96%
- Pension & Profit Sharing Plans1.09%
- Charitable Organizations0.24%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Meristead Wealth, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2016. The firm serves both individual and family clients as well as institutional clients and bills mainly on a percentage-of-AUM basis. Its advisory activities span financial planning, discretionary portfolio management for individuals, small businesses and pooled investment vehicles, portfolio management for institutions, and selection of other advisers. The firm functions as a capital allocator, deploying client capital into external managers and direct alternatives alongside publicly traded securities. Meristead does not identify as an active ESG investor.
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 Equities77%
- Public Funds/Mutual Funds8%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Christopher Delaura
Chief Executive OfficerCRD 2899748
Jeffrey Sargent
Chief Compliance OfficerCRD 2167467
Eamonn Obrien
COOCRD 4817949
Contacts
3 of 19Ryan Walker
Client Relationship ManagerCRD 5536969
Christopher Gilmor
Senior Wealth ManagerCRD 1701597
Rick Kennedy
Vice PresidentCRD 2512944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$127M in ETFs
77%
$97.7M
18%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $25.4M | 252,502 | 20.07% |
Location
Westlake, TX
Denton
Location
Westlake, TX
Headquartered in Westlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 1600 Solana Blvd
- Time zone
- CT (UTC-6)
- Office locations
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