MELD FINANCIAL, INC.
SEC RegisteredThe Meld Advantage
About the firm
Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL. We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions. We provide independent and objective services melded with customer-driven financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, employee benefits and executive benefits
Who they serve
Individuals, families, trusts, foundations and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 827 | $256M |
| High Net Worth Individuals | 287 | $485M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.50% |
| $250,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,000 and higher | 0.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MELD FINANCIAL, INC. 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.