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MERAMEC FINANCIAL PLANNERS, LLC

CLAYTON, MO · CRD 335112 · IAPD ↗ · 314-579-3295

$1.13BRegulatory AUM
7Advisory reps
16Employees
4Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — MERAMEC FINANCIAL PLANNERS, LLC notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
March 2026 — MERAMEC FINANCIAL PLANNERS, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — MERAMEC FINANCIAL PLANNERS, LLC (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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