MEREDITH WEALTH PLANNING
MEREDITH WEALTH PLANNING LLC Legal Name
Adviser information for MEREDITH WEALTH PLANNING last updated from Form ADV on January 10th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 713 | $241.9M |
| Non-Discretionary | 0 | $0 |
| Total | 713 | $241.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 105 | $41.6M |
| HNW Individuals | 80 | $182.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $286,177 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $17.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | Fixed fees |
Principal Office
6300 EAST MAIN STREETMARYVILLE
IL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 618-744-6755, Fax: None
Chief Compliance Officer
MARK MEREDITH
MANAGING PRINCIPAL
6300 EAST MAIN STREET
MARYVILLE
IL
United States
Tel:
(618) 744-6755
M***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEREDITH, MARK, THOMAS | Individual | – | MANAGING MEMBER & CCO | 02/2019 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 10M | 213K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 18M | 281K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 40M | 451K | – |
| ISHARES TR | MSCI INTL MOMENT | 9M | 222K | – |
| ISHARES TR | MSCI USA MMENTM | 17M | 86K | – |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 2M | 29K | – |
| CATERPILLAR INC | COM | 393K | 1K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 8M | 190K | – |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3M | 55K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 521K | 12K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 20K | – |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 20M | 344K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 2M | 68K | – |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 9M | 338K | – |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 21M | 664K | – |
| ISHARES INC | CORE MSCI EMKT | 313K | 6K | – |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 2M | 33K | – |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 2M | 28K | – |
| AMERICAN CENTY ETF TR | US EQT ETF | 6M | 67K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 235K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 502K | 1K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 554K | 1K | – |
| ALPHABET INC | CAP STK CL A | 1M | 8K | – |
| AMAZON COM INC | COM | 869K | 4K | – |
| APPLE INC | COM | 2M | 9K | – |
| MICROSOFT CORP | COM | 1M | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 297K | 7K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 227K | 4K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 2M | 24K | – |
| EA SERIES TRUST | US QUAN VALUE | 1M | 27K | – |
| ELI LILLY & CO | COM | 336K | 371 | – |
| META PLATFORMS INC | CL A | 940K | 2K | – |
| NVIDIA CORPORATION | COM | 652K | 5K | – |
| ISHARES TR | CORE S&P500 ETF | 219K | 401 | – |
| ISHARES TR | IBONDS 27 ETF | 277K | 12K | – |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 871K | 17K | – |
| MCDONALDS CORP | COM | 293K | 1K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 1M | 20K | – |
| ISHARES TR | SP SMCP600VL ETF | 542K | 6K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 2M | 40K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 230K | 5K | – |
| PLAYAGS INC | COM | 493K | 43K | – |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 223K | 5K | – |