$50.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
14 yrs Firm Age
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- 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
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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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
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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 | -- |
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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% |