Investment adviser · CRD 300019
MEREDITH WEALTH PLANNING
Investment adviser filing (IA)
MEREDITH WEALTH PLANNING LLC
MARYVILLE, IL, United States · Form ADV filed Jan 29, 2026
- Regulatory AUM
- $479M Form ADV · Item 5.F
- Client accounts
- 914 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 116 | $397,846,480 | 83.1% |
| Individuals | 105 | $62,655,963 | 13.1% |
| Corporations & businesses | Fewer than 5 | $17,904,222 | 3.7% |
| Charities | Fewer than 5 | $337,554 | 0.1% |
Filing source
Form ADV 2045441 · Jan 29, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Fixed
Principal office
6300 EAST MAIN STREETMARYVILLE, IL, 62062, United States
CRD 300019
Filing source
Form ADV 2045441 · Jan 29, 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.