RIA Intel›Advisers›Arizona›ME FINANCIAL LLC

ME FINANCIAL LLC

Advisory

PHOENIX, AZ

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$144K

across 119 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$11M

Non-Discretionary AUM$6M

Discretionary %63.3%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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W WEALTH ADVISORS LLC

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