Investment adviser · CRD 110508

MEADOWBROOK WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

GARDEN CITY, NY, United States · Form ADV filed Apr 20, 2026

Regulatory AUM: $110M
Client accounts: 260
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	142	$79,100,000	71.8%
High-net-worth individuals	32	$31,000,000	28.2%

Filing source

Form ADV 2096163 · Apr 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GMG CAPITAL DEVELOPMENT, L.P.Hedge Fund · Last reported Jul 6, 2017$33KGross asset value

Custodian PERSHING, LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8647572033
Reported beneficial owners: 4
Minimum commitment: $50K

Form ADV 1125941 · Jul 6, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1042 FRANKLIN AVENUE, SUITE 110
GARDEN CITY, NY, 11530, United States

CRD 110508

Filing source

Form ADV 2096163 · Apr 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.