Meadowbrook Wealth Management, LLC
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 110508
- Registered since
- May 2, 2017
- Website
- www.meadowbrookwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals71.84%
- HNWI28.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meadowbrook Wealth Management, LLC is an independent, individually owned registered investment advisor that first registered with the SEC in 2017. The firm focuses on serving individuals and families, and also provides portfolio management for small businesses. Core advisory services are financial planning and discretionary portfolio management. Meadowbrook bills clients primarily as a percentage of assets under management and also offers hourly engagements. The firm is not structured as a capital allocator and does not appear to run proprietary funds. It is not identified as an active ESG investor and is not flagged as a multi-state adviser or pension consultant in the available data.
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 Equities92%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
1 of 1
Richard Jack
Principal and Chief Investment OfficerCRD 4166546
Contacts
1 of 1
Thomas Efthimiou
Managing DirectorCRD 2336798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$9.4M in ETFs
61%
$5.8M
39%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX) | Goldman Sachs | Active | Derivative Income | $1.3M | 22,838 | 13.35% |
Location
Garden City, NY
Nassau
Location
Garden City, NY
Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1042 Franklin Ave
- Time zone
- ET (UTC-5)
- Office locations
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