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| Happy Holidays!! thanks for using AUM13F!! |
| MELD Financial Inc
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| CRD # | 118896 |
| SEC # | 801-62981 |
| CIK # | |
| AUM | $689.6 M (2025-07-29) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 205-967-4200 |
| Address | 3008 Pump House Rd Birmingham, AL 35243 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 755 | 214.3 |
| (b) Individuals (high net worth individuals) | 285 | 441.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.5 |
| (i) State or municipal government entities | 4 | 3.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 28.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,846 | 689.6 |
| By Discretionary | ||
| Discretionary | 1,846 | 689.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,846 | 689.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 689.6 | |
| Total | 1,846 | 689.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baron Wealth Management LLC
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|
MI | 0.7 |
|
Horan Securities Inc
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OH | 0.7 |
|
PSI Advisors LLC
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FL | 0.7 |
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Westhill Financial Advisors Inc
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CA | 0.7 |
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Level Financial Advisors Inc
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NY | 0.7 |
|
Francis Financial Inc
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NY | 0.7 |
|
Integrity Financial Corporation
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|
WY | 0.7 |
|
First Kentucky Securities Corporation
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|
KY | 0.7 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.7 |
|
Capital Planning LLC
✚
|
WA | 0.7 |