Jeffrey N. Mehler, Cfp LLC
Jeffrey N. Mehler, Cfp LLC is an SEC-registered wealth manager in Essex, CT with $416.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Jeffrey N. Mehler, Cfp LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126681, SEC 801-66937, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $416.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Essex, CT
- Employees
- 9
- Clients
- 177
- CRD
- 126681
- Ownership
- MEHLER, JEFFREY, NAT; GALLOWAY, PETER, P
How much AUM does Jeffrey N. Mehler, Cfp LLC have?
Jeffrey N. Mehler, Cfp LLC reported $416.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Jeffrey N. Mehler, Cfp LLC?
Disclosed owners and executives of Jeffrey N. Mehler, Cfp LLC include MEHLER, JEFFREY, NAT, GALLOWAY, PETER, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.