Meadowbrook Wealth Management, LLC
● SEC registered since 2017CRD 110508SEC# 801-110418Garden City, NY
Reg. AUM
$110.1M
Employees
2
Accounts
260
Location
Garden City, NY
Meadowbrook Wealth Management, LLC assets under management
Meadowbrook Wealth Management, LLC is an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 2017. It reports $110.1 million in regulatory assets under management and employs 2 people.
Meadowbrook Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Francis Jack Control | Managing Principal/Partner/Coo | 50-75% | 2015 |
| Thomas George Efthimiou Control | Managing Principal/Partner/Cco | 50-75% | 2015 |
Frequently asked questions
How much does Meadowbrook Wealth Management, LLC manage?
Meadowbrook Wealth Management, LLC reports $110.1 million in regulatory assets under management on its Form ADV.
How many employees does Meadowbrook Wealth Management, LLC have?
Meadowbrook Wealth Management, LLC reports 2 employees.
Where is Meadowbrook Wealth Management, LLC located?
Meadowbrook Wealth Management, LLC is based in Garden City, NY and has been SEC-registered since 2017.
Does Meadowbrook Wealth Management, LLC disclose fund performance?
Meadowbrook Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1042 Franklin Avenue, Suite 110, Garden City, NY 11530 |
| Phone | 888-888-5250 |
| Fax | 516-294-4814 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.1M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.1Mregulatory AUM
Discretionary $110.1M