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MEADOWBROOK WEALTH MANAGEMENT, LLC

GARDEN CITY, NY · CRD 110508 · IAPD ↗ · meadowbrookwealth.com · 888-888-5250

$110.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — MEADOWBROOK WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — MEADOWBROOK WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — MEADOWBROOK WEALTH MANAGEMENT, LLC reported RAUM up 28% ($86.2M -> $110.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — MEADOWBROOK WEALTH MANAGEMENT, LLC reported RAUM up 40% ($61.4M -> $86.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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