MERINGOFF WEALTH MANAGEMENT GROUP, LLC

MERINGOFF WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser (CRD 147397). Regulatory assets under management: $91.9M.

Registration

• CRD: 147397
• Type: Registered investment adviser
• Phone: 703-677-1818
• Latest filing: 2026-03-25
• Regulatory AUM: $91.9M
• Discretionary AUM: $91.9M
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search