Meld Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 24, 2026, reports $776M in regulatory assets under management, 15 employees, 2 offices, and 1,942 accounts.
Assets Under Management
$776M
Employees
15
Offices
2 offices
Total Clients
1,130
Primary office
BIRMINGHAM, AL
3008 PUMP HOUSE RD., BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
827
2
HNWI
25.4%
287
3
Corporations
0.9%
10
4
Government
0.4%
4
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$776Mas of March 24, 2026
Discretionary100.0%
$776M
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$776M
Total Accounts1,942
10Y AUM Change+$437M (+128.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee75:1
10Y Employee Change+10 (+200.0%)
* 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.