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MERISTEAD WEALTH, LLC
CRD 282103File 801-107061
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.29B
Clients
996
3,714 accounts
Employees
34
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 4, 2016
- Principal office
- 1600 SOLANA BOULEVARD, BUILDING 8 SUITE 8100, WESTLAKE, TX, 76262
- Phone
- 646-854-4370
- Website
- HTTP://MERISTEAD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,714
- Non-discretionary accounts
- 0
- Total accounts
- 3,714
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.1M |
| Charitable organizations | 7 | $3.2M |
| High net worth individuals | 579 | $1.03B |
| Pension and profit sharing plans | 11 | $14.1M |
| Individuals (other than high net worth individuals) | 396 | $244.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 34 | decreased by4 |
| Apr 1, 2026 | Clients | 947 | 996 | increased by49 |
| Apr 1, 2026 | AUM | $1,049,018,025 | $1,291,272,483 | increased by$242,254,458 |
| Apr 1, 2026 | Accounts | 3,164 | 3,714 | increased by550 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 38 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,644 | 947 | decreased by697 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $671,467,573 | $1,049,018,025 | increased by$377,550,452 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,648 | 3,164 | increased by1,516 |
| Apr 1, 2022 | Employees | 15 | 22 | increased by7 |
| Apr 1, 2022 | Clients | 1,167 | 1,644 | increased by477 |
| Apr 1, 2022 | AUM | $529,779,637 | $671,467,573 | increased by$141,687,936 |
| Apr 1, 2022 | Accounts | 1,170 | 1,648 | increased by478 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERISTEAD WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERISTEAD WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.