Meadowbrook Wealth Management, LLC
Meadowbrook Wealth Management, LLC is an SEC-registered mass-market adviser in Garden City, NY with $110.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Meadowbrook Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110508, SEC 801-110418, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $110.1M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Garden City, NY
- Employees
- 2
- Clients
- 174
- CRD
- 110508
- Ownership
- EFTHIMIOU, THOMAS, GEORGE; JACK, RICHARD, FRANCIS
How much AUM does Meadowbrook Wealth Management, LLC have?
Meadowbrook Wealth Management, LLC reported $110.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Meadowbrook Wealth Management, LLC?
Disclosed owners and executives of Meadowbrook Wealth Management, LLC include EFTHIMIOU, THOMAS, GEORGE, JACK, RICHARD, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.