Meeks Wealth Management, LLC

Overview

Meeks Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm focuses on serving individual and family clients through percentage-of-AUM fee arrangements and delivers financial planning plus portfolio management for individuals, small businesses and institutional/business clients. Meeks Wealth Management operates primarily in a non-discretionary capacity, meaning clients retain trading authority while the firm provides advice and portfolio recommendations. Investment activity is concentrated in publicly traded equities and exchange-traded instruments, with an expressed preference for equities as the primary building block of client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator. Meeks Wealth Management supplements public-market exposure with allocations to externally managed alternative funds when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices