MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD #110508 SEC #801-110418 GARDEN CITY, NY 888-888-5250
SEC Registered
Total AUM
$86.2M
Discretionary
$86.2M
Employees
2
Clients
0
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $86.2M | $86.2M | $0 | 2 | 0 |
| Jan 2024 | $61.4M | $56.8M | $4.6M | 2 | 0 |
| Jan 2023 | $50.8M | $46.6M | $4.2M | 2 | 0 |
| Jan 2022 | $71M | $70.9M | $70K | 2 | 0 |
| Mar 2021 | $59.8M | $59.7M | $52K | 2 | 0 |
| Jun 2020 | $42.9M | $42.9M | $41.6K | 2 | 0 |
| Jan 2020 | $42.9M | $42.9M | $41.6K | 2 | 0 |
| Feb 2019 | $35.1M | $35.1M | $0 | 2 | 0 |
| Mar 2018 | $33.1M | $33M | $100K | 2 | 0 |
| Jul 2017 | $25.5M | $25.5M | $0 | 2 | 26 |
| Apr 2017 | $25.5M | $25.5M | $0 | 2 | 26 |
DateFeb 2025
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$61.4M
Discretionary$56.8M
Non-Disc.$4.6M
Employees2
Clients0
DateJan 2023
Total AUM$50.8M
Discretionary$46.6M
Non-Disc.$4.2M
Employees2
Clients0
DateJan 2022
Total AUM$71M
Discretionary$70.9M
Non-Disc.$70K
Employees2
Clients0
DateMar 2021
Total AUM$59.8M
Discretionary$59.7M
Non-Disc.$52K
Employees2
Clients0
DateJun 2020
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$41.6K
Employees2
Clients0
DateJan 2020
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$41.6K
Employees2
Clients0
DateFeb 2019
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$33.1M
Discretionary$33M
Non-Disc.$100K
Employees2
Clients0
DateJul 2017
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees2
Clients26
DateApr 2017
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees2
Clients26