MEENES WEALTH PARTNERS

MEENES WEALTH PARTNERS is an SEC-registered investment adviser (CRD 158306). Regulatory assets under management: $50.4M.

Registration

• CRD: 158306
• Type: Registered investment adviser
• Phone: 508-762-1678
• Latest filing: 2026-07-06
• Regulatory AUM: $50.4M
• Non-discretionary AUM: $50.4M
• Clients: 1
• Accounts: 70

Business model

Compensation: Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search