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| Jeffrey N Mehler CFP LLC
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|
|---|---|
| CRD # | 126681 |
| SEC # | 801-66937 |
| CIK # | |
| AUM | $391.3 M (2025-06-12) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 860-767-9700 |
| Address | 147 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 18.0 |
| (b) Individuals (high net worth individuals) | 127 | 370.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,312 | 391.3 |
| By Discretionary | ||
| Discretionary | 967 | 301.5 |
| Non-Discretionary | 345 | 89.8 |
| Total | 1,312 | 391.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.3 | |
| Total | 1,312 | 391.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.4 |
|
C C Dunnavan & Co Inc
✚
|
MN | 0.4 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.4 |
|
Great Oak Capital Partners LLC
✚
|
MA | 0.4 |
|
Riverstone Advisors LLC
✚
|
0.4 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.4 |
|
South Lakeview LLC
✚
|
0.4 |