Meschel Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 307239
- Registered since
- August 5, 2026
- Website
- www.meschelwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.82%
- Individuals39.78%
- Charitable Organizations3.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Meschel Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (2026) and describes itself as a capital allocator serving both individual/family and institutional clients. Core services are financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its billing approach includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
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 Equities78%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
Contacts
2 of 2
David Meschel
Principal & OwnerCRD 6151678
Allen Meschel
AnalyticsCRD 6671997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
One-Up Financial
RIAErie, PA
Kipos Wealth
RIADenton, TX
Idle Hill Advisors LLC
RIAGreenville, SC
Sherpa Capital Management
RIADomask Wealth Management, LLC
RIAPhoenix, AZ
Soulence Wealth Management
RIAPleasant Grove, UT