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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Meredith Wealth Planning LLC
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|---|---|
| CRD # | 300019 |
| SEC # | 801-122113 |
| CIK # | 0001956471 |
| AUM | $334.1 M (2025-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 618-744-6755 |
| Address | 6300 East Main Street Maryville, IL 62062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Alphabet Inc | 1.4 | ||
| Facebook Inc | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 262.7 |
| (b) Individuals (high net worth individuals) | 100 | 49.8 |
| (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 | 0.3 |
| (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 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 803 | 334.1 |
| By Discretionary | ||
| Discretionary | 803 | 334.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 803 | 334.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.1 | |
| Total | 803 | 334.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001956471] |
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|---|---|---|
|
Greykasell Wealth Strategies Inc
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CA | 0.3 |
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NorthStar Advisory Group LLC
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NJ | 0.3 |
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My Personal CFO LLC
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WA | 0.3 |
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Investment Planning Advisors
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GA | 0.3 |
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Income Focus Portfolio Management LLC
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WY | 0.3 |
|
Atlas Asset Management LLC
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PR | 0.3 |
|
Birch Run Investments LLC
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|
PA | 0.3 |
|
Compass Financial Services Inc
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|
IA | 0.3 |
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Carnegie Wealth Management LLC
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|
PA | 0.3 |