$17.4M Total AUM
$923.3K Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-12-2019
- Office Locations
- 1
Office Locations
-- Vero Beach FL
About Mead Wealth Management LLC
Mead Wealth Management LLC is a retail registered investment adviser based in Vero Beach, FL. Owner-led by Joy Mead (President/CCO), the firm manages client SMAs and primarily allocates to cash, public funds and ETFs, with additional U.S. government/agency bond exposure. Custody is maintained with Charles Schwab.
Team overview
61 AVG AGE
$17.4M AVG AUM / ADVISOR
$696.3K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Owner & Executives
J
Joy Mead
Chief Compliance Officer, Managing Member, President
- CRD
- #1730787
- Ownership
- 75% or more
(583) 842-5339
atlas.capital@catalystcapital.com
in linkedin.com/in/north-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $923,262 | -- |
| Non-Discretionary | $16,485,216 | -- |
| Total | $17,408,478 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,408,478
Equity - OTC:
23.9% Cash:
7.9% Equity - Exchange:
20.6% Public Funds:
8.3% Municipal Bonds:
17.2% U.S. Government/Agency:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $509,299,825 | 23.9% |
| Cash | $168,345,967 | 7.9% |
| Equity - Exchange | $438,978,092 | 20.6% |
| Public Funds | $176,869,814 | 8.3% |
| Municipal Bonds | $366,525,397 | 17.2% |
| U.S. Government/Agency | $470,942,516 | 22.1% |
| Total | $2,130,961,611 | 100.0% |