Meredith Wealth Planning LLC
● SEC registered since 2021CRD 300019SEC# 801-122113Maryville, IL
Reg. AUM
$478.7M
Employees
2
Accounts
914
Location
Maryville, IL
Meredith Wealth Planning LLC assets under management
Meredith Wealth Planning LLC is a registered investment adviser overseen by the SEC based in Maryville, IL. The firm has been registered since 2021. It reports $478.7 million in regulatory assets under management and employs 2 people.
Meredith Wealth Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Thomas Meredith Control | Managing Member & Cco | Over 75% | 2019 |
Frequently asked questions
How much does Meredith Wealth Planning LLC manage?
Meredith Wealth Planning LLC reports $478.7 million in regulatory assets under management on its Form ADV.
How many employees does Meredith Wealth Planning LLC have?
Meredith Wealth Planning LLC reports 2 employees.
Where is Meredith Wealth Planning LLC located?
Meredith Wealth Planning LLC is based in Maryville, IL and has been SEC-registered since 2021.
Does Meredith Wealth Planning LLC disclose fund performance?
Meredith Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6300 East Main Street, Maryville, IL 62062 |
| Phone | 618-744-6755 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1956471 |
| Discloses disciplinary history | No |
Regulatory AUM
$478.7M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$478.7Mregulatory AUM
Discretionary $478.7M