RIA IntelAdvisersMarylandMERINGOFF WEALTH MANAGEMENT GROUP, LLC

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

Advisory

MD

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MD
#378
of 468 advisers by AUM
Average account
$836K
across 110 accounts
AUM per adviser
$92M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$92M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

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

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ALIKOS WEALTH MANAGEMENT, LLC
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NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.
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