Meadowbrook Advisors
Meadowbrook Advisors is an SEC-registered wealth manager with $321.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Meadowbrook Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337223, SEC 801-133937, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $321.0M (2026-03-20)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 142
- CRD
- 337223
- Ownership
- AUERBACH, GREGG; AUERBACH, IAN; AUERBACH FAMILY LEGACY HOLDINGS, LLC; CDC HOLDINGS, LLC; IAN AUERBACH IRREVOCABLE TRUST
How much AUM does Meadowbrook Advisors have?
Meadowbrook Advisors reported $321.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Meadowbrook Advisors?
Disclosed owners and executives of Meadowbrook Advisors include AUERBACH, GREGG, AUERBACH, IAN, AUERBACH FAMILY LEGACY HOLDINGS, LLC, CDC HOLDINGS, LLC, IAN AUERBACH IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.