$50.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- FocusOak signal
- Established Date
- 10-27-2011
- Office Locations
- 1
Office Locations
-- Shrewsbury MA
About Meenes Wealth Partners
Meenes Wealth Partners is an owner-led RIA providing fiduciary, flat-fee financial planning and investment management for retail clients, including retirees. The firm supports areas like tax and estate planning, insurance, and business succession, and builds diversified portfolios across equities, fixed income, and real estate with an emphasis on asset allocation and risk management. Custody includes TD Ameritrade.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Full visibility includes strategy notes for bridge insight.
Unlock to see real insight on glacier pathway frontier.
Unlock to see real insight on ridge vertex horizon.
Full visibility includes strategy notes for eagle north.
Unlock to compare peer behavior around signal zenith.
See the complete signal summary connected to value.
Request access to benchmark trends tied to foundation.
See the complete signal summary connected to vector.
Asset Classes
Legacy Frontier
Client Personas
Eagle
Custodian
Foundation Quantum Alpha Insight
Fund Managers
Ember Capital atlas Unison
Investment Themes
Harbor optima Crest
Services
Timber prime Peak Pathway ember Bridge radial Pathway Fusion meridian
Technology
Pathway ridge Value unison
Owner & Executives
JEFFREY DAVID MEENES
Advisor, Managing Member
- CRD
- #5982783
- Ownership
- 75% or more
(864) 647-6609
focus.value@optimacapital.com
in linkedin.com/in/zenith-delta
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,352,000 | -- |
| Total | $50,352,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $50,352,000
Other:
3.2% Equity - OTC:
12.6% Corporate - Investment Grade:
18.0% Sovereign Bonds:
7.0% U.S. Government/Agency:
18.3% Equity - Exchange:
16.6% Cash:
14.6% Corporate - Non-Investment Grade:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $95,613,724 | 3.2% |
| Equity - OTC | $376,479,040 | 12.6% |
| Corporate - Investment Grade | $537,827,200 | 18.0% |
| Sovereign Bonds | $209,155,022 | 7.0% |
| U.S. Government/Agency | $546,790,987 | 18.3% |
| Equity - Exchange | $495,996,195 | 16.6% |
| Cash | $436,237,618 | 14.6% |
| Corporate - Non-Investment Grade | $289,829,102 | 9.7% |
| Total | $2,987,928,888 | 100.0% |