MEREDITH WEALTH PLANNING LLC

MEREDITH WEALTH PLANNING LLC of MARYVILLE, IL is an SEC-registered investment adviser (CRD 300019). Regulatory assets under management: $478.7M.

Registration

• CRD: 300019
• SEC file number: 801-122113
• Type: Registered investment adviser
• Location: 6300 EAST MAIN STREET, MARYVILLE, IL, 62062
• Phone: 618-744-6755
• Latest filing: 2026-01-29
• Regulatory AUM: $478.7M
• Discretionary AUM: $478.7M
• Clients: 2
• Accounts: 914

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 300019 on SEC IAPD (source of record)
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