# MEREDITH WEALTH PLANNING LLC

MEREDITH WEALTH PLANNING LLC of MARYVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 300019
- Type: SEC-registered investment adviser
- SEC file number: 801-122113
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark Thomas Meredith | MANAGING MEMBER & CCO | — |
| MEREDITH MARK THOMAS | MANAGING MEMBER & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300019/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300019/similar
- Related entities: https://search.stillhousedata.com/firm/300019/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300019

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.