RIA Intel›Advisers›Illinois›MEREDITH WEALTH PLANNING LLC

MEREDITH WEALTH PLANNING LLC

Advisory

N·MARYVILLE, IL

Data as of Jan 29, 2026 · Source: SEC Form ADV

Total AUM
$479M
1-Year AUM Growth
+39.4%
3-Year CAGR
+23.5%
Employees
2
Assets Under Management
Total AUM$479M
Discretionary AUM$479M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients221
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJul 19, 2021
Latest FilingJan 29, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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