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MEREDITH WEALTH PLANNING

MEREDITH WEALTH PLANNING LLC

CRD 300019 · SEC 801-122113

Visit website

6300 EAST MAIN STREET, MARYVILLE, IL, 62062, United States

Phone

618-744-6755

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$478.7M

Discretionary AUM

$478.7M

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals105$62.7M
High net worth individuals116$397.8M

States served

IL, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD