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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
| MEREDITH, MARK, THOMAS | I | MANAGING MEMBER & CCO | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (4)
FL IL MO TX
Address
6300 EAST MAIN STREETMARYVILLE, IL 62062
United States
Phone: 618-744-6755