MELTZER WEALTH MANAGEMENT
CRD #121018 SEC #801-61447 BETHESDA, MD 301-581-7315
SEC Registered
Total AUM
$83M
Discretionary
$0
Employees
5
Clients
0
Accounts
140
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 6, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAMMOND, DOUGLAS, WAYNE | I | VICE PRESIDENT AND SECRETARY | NA | |
| HAMMOND, DOUGLAS, WAYNE | I | VICE PRESIDENT AND SECRETARY | NA | |
| SIMON, NEAL, JERRY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, NEAL, JERRY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR, TREASURER | NA | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR, TREASURER | NA | Control |
| THE MELTZER GROUP, INC. | DE | SHAREHOLDER | E | Control |
| THE MELTZER GROUP, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APOLLO ADVISERS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISERS | F | |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | THE MELTZER GROUP, INC. | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | THE MELTZER GROUP, INC. | E | Control |
| APOLLO INVESTMENT FUND IV, L.P. ("APPOLLO FUND") | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
Registrations
Federal
IA
Aug 6, 2004 REGISTERED
Notice Filings (1)
MD
Address
6500 ROCK SPRING DRIVESUITE 500
BETHESDA, MD 20817
USA
Phone: 301-581-7315