RIA Intel›Advisers›Pennsylvania›MEANINGFUL WEALTH MANAGEMENT LLC

MEANINGFUL WEALTH MANAGEMENT LLC

Advisory

AMBLER, PA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in PA

#1,217

of 1,528 advisers by AUM

Average account

$196K

across 125 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$0

Non-Discretionary AUM$25M

Discretionary %0%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

30 clients

10 high-net-worth

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

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