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MEREDITH WEALTH PLANNING
Legal name: MEREDITH WEALTH PLANNING LLC
CRD 300019File 801-122113
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$478.7M
Above cohort median (national)
Discretionary AUM
$478.7M
Clients
221
914 accounts
Employees
2
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 18, 2021
- Principal office
- 6300 EAST MAIN STREET, MARYVILLE, IL, 62062
- Phone
- 618-744-6755
- Website
- https://meredithwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $478.7M
- Discretionary AUM
- $478.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 914
- Non-discretionary accounts
- 0
- Total accounts
- 914
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.9M |
| Charitable organizations | Fewer than 5 | $338K |
| High net worth individuals | 116 | $397.8M |
| Individuals (other than high net worth individuals) | 105 | $62.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 200 | 221 | increased by21 |
| Feb 1, 2026 | AUM | $334,064,921 | $478,744,219 | increased by$144,679,298 |
| Feb 1, 2026 | Accounts | 803 | 914 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 159 | 200 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,857,094 | $334,064,921 | increased by$183,207,827 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 515 | 803 | increased by288 |
| Mar 1, 2022 | Employees | 2 | 1 | decreased by1 |
| Mar 1, 2022 | Clients | 142 | 159 | increased by17 |
| Mar 1, 2022 | AUM | $121,595,045 | $150,857,094 | increased by$29,262,049 |
| Mar 1, 2022 | Accounts | 468 | 515 | increased by47 |
| Sep 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 “MEREDITH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEREDITH 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.