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MEREDITH WEALTH PLANNING

MARYVILLE, IL · CRD 300019 · IAPD ↗ · meredithwealth.com · 618-744-6755

$478.7MRegulatory AUM
2Advisory reps
2Employees
5Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
February 2026 — MEREDITH WEALTH PLANNING reported RAUM up 43% ($334.1M -> $478.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
February 2026 — MEREDITH WEALTH PLANNING 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
65
February 2025 — MEREDITH WEALTH PLANNING reported RAUM up 38% ($241.9M -> $334.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
February 2025 — MEREDITH WEALTH PLANNING now reports custody of client assets ($73.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
62
February 2024 — MEREDITH WEALTH PLANNING reported RAUM up 39% ($173.5M -> $241.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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