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| Keyboard |
| Jeffrey N Mehler CFP LLC
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|
|---|---|
| CRD # | 126681 |
| SEC # | 801-66937 |
| CIK # | |
| AUM | 416.2 M (2026-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-767-9700 |
| Address | 147 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 20.1 |
| (b) Individuals (high net worth individuals) | 131 | 393.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 416.2 |
| By Discretionary | ||
| Discretionary | 940 | 323.9 |
| Non-Discretionary | 324 | 92.3 |
| Total | 1,264 | 416.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.2 | |
| Total | 1,264 | 416.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seven Mile Advisory LLC
✚
|
FL | 416.8 M |
|
Jupiter Wealth Management LLC
✚
|
CO | 416.8 M |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 416.5 M |
|
Market Investment Group LLC
✚
|
KS | 416.4 M |
|
Highview Capital Management LLC
✚
|
IL | 416.3 M |
|
Capstone Wealth Management LLC
✚
|
AL | 416.1 M |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 415.5 M |
|
Ferguson Shapiro LLC
✚
|
GA | 415.2 M |
|
Landseer Advisors LLC
✚
|
NJ | 415.2 M |
|
Flywheel Private Wealth LLC
✚
|
CA | 415.0 M |