MEAD WEALTH MANAGEMENT LLC

MEAD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 301568). Regulatory assets under management: $17.4M.

Registration

• CRD: 301568
• Type: Registered investment adviser
• Phone: 772-321-0435
• Latest filing: 2026-03-31
• Regulatory AUM: $17.4M
• Discretionary AUM: $923K
• Non-discretionary AUM: $16.5M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, 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 301568 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search