Meredith Wealth Planning
Firm details
- Headquarters
- Maryville, Illinois
- CRD number
- 300019
- Registered since
- August 18, 2021
- Website
- www.meredithwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI83.1%
- Individuals13.09%
- Corporations / Businesses3.74%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meredith Wealth Planning is an independent registered investment adviser operating as a limited liability company. The firm registered with the SEC in 2021 and is owned by an individual. Its client focus is individuals and families, and it delivers financial planning and portfolio management services for individuals, small businesses, and business or institutional clients. The firm charges fixed fees and is not positioned as a capital allocator, pension consultant, or multi-state adviser. It does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Private Funds1%
Contacts
2 of 2
Mark Meredith
Founder & OwnerCRD 5669758
Richard Wimmer
Financial PlannerCRD 5584593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$385M in ETFs
20%
$76.9M
78%
$308M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $69.1M | 587,106 | 17.97% |
Location
Maryville, IL
Madison
Location
Maryville, IL
Headquartered in Maryville, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 6300 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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