Meredith Wealth Planning
Meredith Wealth Planning is an SEC-registered wealth manager in Maryville, IL with $478.7M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Meredith Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300019, SEC 801-122113, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $478.7M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Maryville, IL
- Employees
- 2
- Clients
- 221
- CRD
- 300019
- Ownership
- MEREDITH, MARK, THOMAS
How much AUM does Meredith Wealth Planning have?
Meredith Wealth Planning reported $478.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Meredith Wealth Planning?
Disclosed owners and executives of Meredith Wealth Planning include MEREDITH, MARK, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.