Meschel Wealth Management LLC
CRD 307239SEC# 801-136634
No longer SEC-registered. Meschel Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.5M
Employees
3
Accounts
433
Location
—
Meschel Wealth Management LLC assets under management
Meschel Wealth Management LLC is a registered investment adviser overseen by the SEC. It reports $107.5 million in regulatory assets under management and employs 3 people.
Meschel Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Gregory Meschel Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Meschel Wealth Management LLC manage?
Meschel Wealth Management LLC reports $107.5 million in regulatory assets under management on its Form ADV.
How many employees does Meschel Wealth Management LLC have?
Meschel Wealth Management LLC reports 3 employees.
Does Meschel Wealth Management LLC disclose fund performance?
Meschel Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9 - 5 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$107.5Mregulatory AUM
Discretionary $107.5M