Meenes Wealth Partners

Overview

Meenes Wealth Partners is an individually owned limited liability company that operates as an independent RIA focused on private clients. The firm serves individuals and families and bills clients under a fixed-fee and other fee structure. Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers — reflecting a role as a capital allocator rather than a manager that runs large in-house alternative programs. Regulatory or distribution attributes show the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The combination of portfolio management plus selection-of-advisers suggests the firm outsources specialty exposures to external managers as part of client solutions.

Assets & Accounts

Investments & Alternatives