CRD: 110508
Meadowbrook Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2017
- Office Locations
- 1
Office Locations
About Meadowbrook Wealth Management, LLC
Meadowbrook Wealth Management, LLC is a Garden City, NY registered investment adviser providing asset management and portfolio construction, aligning securities to client objectives, time frames, and risk tolerances. Public filings indicate an ETF-centric approach with limited fixed income and cash exposure, and custody through LPL Financial. The firm serves retail and institutional clients and is led by partners Thomas George Efthimiou and Richard Francis Jack.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS GEORGE EFTHIMIOU
Chief Compliance Officer, MANAGING PRINCIPAL, PARTNER
- CRD
- #2336798
- Ownership
- 50% but less than 75%
RICHARD FRANCIS JACK
Chief Investment Strategist, Chief Operating Officer, MANAGING PRINCIPAL, PARTNER, Principal
- CRD
- #4166546
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,100,000 | $423,462 |
| Non-Discretionary | $0 | -- |
| Total | $110,100,000 | $423,462 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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