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MELD FINANCIAL, INC.

BIRMINGHAM, AL · CRD 118896 · IAPD ↗ · meldfinancial.com · 205-967-4200

$776.4MRegulatory AUM
10Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — MELD FINANCIAL, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — MELD FINANCIAL, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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