GARDEN CITY, NYCRD 110508Latest ADV April 20, 2026
Meadowbrook Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY. Its latest Form ADV filing, dated April 20, 2026, reports $110M in regulatory assets under management, 2 employees, and 260 accounts.
Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
174
Primary office
GARDEN CITY, NY
1042 FRANKLIN AVENUE, SUITE 110, GARDEN CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
142
2
HNWI
18.4%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 20, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$110M
Total Accounts260
10Y AUM Change+$85M (+331.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee87:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.