MERAMEC FINANCIAL PLANNERS, LLC
MERAMEC FINANCIAL PLANNERS, LLC of CLAYTON, MO is an SEC-registered investment adviser (CRD 335112). Regulatory assets under management: $1.1B.
Registration
- CRD: 335112
- SEC file number: 801-132213
- Type: Registered investment adviser
- Location: 7911 FORSYTH BLVD., SUITE 200, CLAYTON, MO, 63105
- Phone: 314-579-3295
- Latest filing: 2026-02-18
- Regulatory AUM: $1.1B
- Discretionary AUM: $671.2M
- Non-discretionary AUM: $455.7M
- Clients: 16
- Accounts: 1,926
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| Kelly Ann Richert | MANAGING MEMBER/CCO | — |
| Julie Elizabeth Bahr | MANAGING MEMBER | — |
| Christopher Robert Michalak | MANAGING MEMBER | — |
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