← Tributary

MERISTEAD WEALTH, LLC

WESTLAKE, TX · CRD 282103 · IAPD ↗ · meristead.com · 646-854-4370

$1.29BRegulatory AUM
14Advisory reps
34Employees
0Clients
251-500Planning clients
3Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
October 2026 — MERISTEAD WEALTH, LLC changed its website from stansberryam.com to meristead.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
October 2026 — STANSBERRY ASSET MANAGEMENT, LLC is now doing business as MERISTEAD WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
July 2026 — STANSBERRY ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2026 — STANSBERRY ASSET MANAGEMENT, LLC notice-filed in AK, RI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — STANSBERRY ASSET MANAGEMENT, LLC notice-filed in DE, ME, MS, ND, SD, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — STANSBERRY ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — STANSBERRY ASSET MANAGEMENT, LLC grew from 6 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — STANSBERRY ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($875.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
June 2024 — STANSBERRY ASSET MANAGEMENT, LLC moved its main office from NEW YORK, NY to WESTLAKE, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — STANSBERRY ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — STANSBERRY ASSET MANAGEMENT, LLC reported RAUM up 29% ($678.0M -> $875.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — STANSBERRY ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — STANSBERRY ASSET MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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