Jeffrey N. Mehler, Cfp LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Essex, CT.
Top client segmentHNWI represent 74.0% of total clients.
Top client categories% of clientsClients
1
HNWI
74.0%
131
2
Individuals
26.0%
46
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 30, 2026
Discretionary77.8%
$324M
78% of total RAUM77.8%
Non-discretionary22.2%
$92M
22% of total RAUM22.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$416M
Total Accounts1,264
10Y AUM Change+$251M (+152.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee20:1
10Y Employee Change+4 (+80.0%)
* 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.