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| Happy Holidays!! thanks for using AUM13F!! |
| MEOW Advisory LLC
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| CRD # | 321099 |
| SEC # | 801-127664 |
| CIK # | |
| AUM | $856.8 M (2025-06-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 929-333-3405 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| LF | Calvin Financial Services LLC | [2022-04-26] | 0.0 | 14.1 |
| LF | CLEO Financial Services LLC | 2022-04-26 | 6.0 | |
| LF | Felix Financial Technologies LLC | [2022-04-26] | 0.0 | 41.0 |
| LF | Remy Financial Services LLC | 2022-04-26 | 0.0 | |
| LF | Tiger Financial Services LLC | [2022-04-26] | 0.0 | 10.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 6.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 239 | 850.8 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 856.8 |
| By Discretionary | ||
| Discretionary | 247 | 856.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 856.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 848.7 | |
| Total | 247 | 856.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brandon Arvanaghi | 11 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MBE Wealth Management LLC
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|
WI | 0.9 |
|
TFB Advisors LLC
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|
KS | 0.9 |
|
Roehl & YI Investment Advisors LLC
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|
OR | 0.9 |
|
Pacific Sage Partners LLC
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|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 0.9 |
|
Jackson Wealth Management LLC
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|
FL | 0.9 |
|
Auxier Asset Management LLC
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|
OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
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|
0.9 | |
|
Blue Bell Private Wealth Management LLC
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|
PA | 0.9 |
|
TSFG LLC
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|
IL | 0.9 |