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MEANINGFUL PARTNERS LLC

EL SEGUNDO, CA · CRD 306169 · IAPD ↗ · meaningfulpartners.com · (214) 435-3877

$615.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — MEANINGFUL PARTNERS LLC crossed $500M in regulatory AUM ($262.3M -> $517.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
April 2024 — MEANINGFUL PARTNERS LLC reported RAUM up 41% ($185.4M -> $262.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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