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| Meld Financial Inc
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|---|---|
| CRD # | 118896 |
| SEC # | 801-62981 |
| CIK # | |
| AUM | 776.4 M (2026-03-24) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 205-967-4200 |
| Address | 3008 Pump House Rd Birmingham, AL 35243 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 827 | 255.7 |
| (b) Individuals (high net worth individuals) | 287 | 485.0 |
| (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 | 2 | 3.0 |
| (i) State or municipal government entities | 4 | 3.4 |
| (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 | 10 | 29.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,942 | 776.4 |
| By Discretionary | ||
| Discretionary | 1,942 | 776.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,942 | 776.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 776.4 | |
| Total | 1,942 | 776.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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