|
⚲
|
| Keyboard |
| Meadowbrook Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 110508 |
| SEC # | 801-110418 |
| CIK # | 0002090468 |
| AUM | 110.1 M (2026-04-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-888-5250 |
| Address | 1042 Franklin Avenue Garden City, NY 11530 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002090468 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.9 | ||
| Shopify Inc | 6.2 | ||
| Yandex NV | 5.9 | ||
| Apple Inc | 5.3 | ||
| Applovin Corp | 4.1 | ||
| Lilly Eli & Co | 3.9 | ||
| AbbVie Inc | 3.3 | ||
| Alphabet Inc | 2.5 | ||
| General Electric Co | 2.3 | ||
| Visa Inc | 2.3 | ||
| Microsoft Corp | 2.3 | ||
| Goldman Sachs Group Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.1 | ||
| CrowdStrike Holdings Inc | 1.9 | ||
| Nvidia Corp | 1.9 | ||
| PIMCO Dynamic Income Fund | 1.8 | ||
| Robinhood Markets Inc | 1.8 | ||
| Broadcom Inc | 1.8 | ||
| Simon Property Group Inc /DE/ | 1.6 | ||
| Palantir Technologies Inc | 1.3 | ||
| Reddit Inc | 1.2 | ||
| Coreweave Inc | 1.1 | ||
| Facebook Inc | 1.0 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
| Capital One Financial Corp | 0.8 | ||
| Caterpillar Inc | 0.8 | ||
| Abbott Laboratories | 0.8 | ||
| Eaton Corp Ltd | 0.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | GMG Capital Development LP | 2017-04-07 | 0.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 79.1 |
| (b) Individuals (high net worth individuals) | 32 | 31.0 |
| (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 | 0.0 |
| (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 | 260 | 110.1 |
| By Discretionary | ||
| Discretionary | 260 | 110.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 260 | 110.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.1 | |
| Total | 260 | 110.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002090468] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Live Oak Wealth Advisory Group LLC
✚
|
TX | 155.5 M |
|
Bannerstone Capital Management LLC
✚
|
MN | 155.3 M |
|
American Asset Management Inc
✚
|
FL | 153.3 M |
|
Essex Ridge Capital Group LLC
✚
|
MO | 146.3 M |
|
Blank Equity Management LLC
✚
|
NY | 143.0 M |
|
First Growth Capital LLC
✚
|
130.6 M | |
|
Quantum LEAP Capital LLC
✚
|
VT | 120.5 M |
|
Horse Cove Partners LLC
✚
|
GA | 106.6 M |
|
Snow Financial Management LLC
✚
|
97.6 M | |
|
Oppenheimer Close LLC
✚
|
NY | 93.0 M |