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MEOW ADVISORY, LLC

· CRD 321099 · IAPD ↗ · meow.com · 929-333-3405

$1.38BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — MEOW ADVISORY, LLC crossed $1B in regulatory AUM ($856.8M -> $1.38B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
July 2025 — MEOW ADVISORY, LLC reported RAUM up 27% ($675.5M -> $856.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2025 — MEOW ADVISORY, LLC changed its website from meow.co to meow.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — MEOW ADVISORY, LLC crossed $500M in regulatory AUM ($282.6M -> $675.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — MEOW ADVISORY, LLC reported RAUM up 122% ($127.2M -> $282.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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