MEREDITH WEALTH PLANNING LLC
Legal name: MEREDITH WEALTH PLANNING
CRD #300019 SEC #801-122113 MARYVILLE, IL 618-744-6755
SEC Registered
Total AUM
$334.1M
Discretionary
$334.1M
Employees
2
Clients
0
Accounts
803
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $334.1M | $334.1M | $0 | 2 | 2 |
| Mar 2025 | $334.1M | $334.1M | $0 | 2 | 2 |
| Jan 2025 | $334.1M | $334.1M | $0 | 2 | 2 |
| Oct 2024 | $241.9M | $241.9M | $0 | 2 | 4 |
| Jan 2024 | $241.9M | $241.9M | $0 | 2 | 4 |
| Oct 2023 | $173.5M | $173.5M | $0 | 2 | 8 |
| Feb 2023 | $173.5M | $173.5M | $0 | 2 | 8 |
| Apr 2022 | $150.9M | $150.9M | $0 | 1 | 2 |
| Feb 2022 | $150.9M | $150.9M | $0 | 1 | 2 |
| Feb 2022 | $150.9M | $150.9M | $0 | 1 | 2 |
| Jul 2021 | $121.6M | $121.6M | $0 | 2 | 3 |
DateMar 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees2
Clients2
DateMar 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees2
Clients2
DateJan 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees2
Clients2
DateOct 2024
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees2
Clients4
DateJan 2024
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees2
Clients4
DateOct 2023
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees2
Clients8
DateFeb 2023
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees2
Clients8
DateApr 2022
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees1
Clients2
DateFeb 2022
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees1
Clients2
DateFeb 2022
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees1
Clients2
DateJul 2021
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees2
Clients3