Meadowbrook Wealth Management, LLC
SEC RegisteredAbout the firm
Meadowbrook Wealth Management, LLC is a Registered Investment Advisor that aims to align appropriate securities within client investment accounts according to clients' objectives, time-frames and risk tolerances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services aligning securities within client investment accounts according to clients' objectives, time-frames and risk tolerances; also offers Eldercare Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 142 | $79M |
| High Net Worth Individuals | 32 | $31M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Aggressive Growth - Tier 1 | 2.50% |
| Aggressive Growth - Tier 2 | 2.00% |
| Aggressive Growth - Tier 3 | 1.75% |
| Growth - Tier 1 | 2.00% |
| Growth - Tier 2 | 1.50% |
| Growth - Tier 3 | 1.25% |
| Balanced - Tier 1 | 1.50% |
| Balanced - Tier 2 | 1.00% |
| Fixed Income | 0.50% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meadowbrook Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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