MEV Value LLC
RIAState Registered
Total AUM
$12.2M
Discretionary
$12.2M
100% of AUM
Avg account
$422K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 281507
- Website
- mevfinancial.com
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.57%
- Individuals31.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MEV Value LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements, and it does not position itself as a capital allocator or as an active ESG investor. The adviser is not registered as a multi-state or pension consultant adviser.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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