Meschel Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 307239
- Website
- www.meschelwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.82%
- Individuals39.78%
- Charitable Organizations3.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Meschel Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients as well as select institutional relationships and acts as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible: percentage-of-AUM fees are offered alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
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 Equities78%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
Contacts
2 of 2
David Meschel
Principal & OwnerCRD 6151678
Allen Meschel
AnalyticsCRD 6671997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
One-Up Financial
RIAErie, PA
Kipos Wealth
RIADenton, TX
Idle Hill Advisors LLC
RIAGreenville, SC
Sherpa Capital Management
RIADomask Wealth Management, LLC
RIAPhoenix, AZ
Soulence Wealth Management
RIAPleasant Grove, UT