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MEEDER ASSET MANAGEMENT, INC.

DUBLIN, OH · CRD 105794 · IAPD ↗ · 866-633-3371

$3.33BRegulatory AUM
33Advisory reps
52Employees
0Clients
0Planning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — MEEDER ASSET MANAGEMENT, INC. reported RAUM up 34% ($2.48B -> $3.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2026 — MEEDER ASSET MANAGEMENT, INC. grew from 19 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
74
April 2025 — MEEDER ASSET MANAGEMENT, INC. grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — MEEDER ASSET MANAGEMENT, INC. grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.