This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2020
- Office Locations
- 1
Office Locations
About Meschel Wealth Management LLC
Meschel Wealth Management is an independent, fee-only RIA led by David G. Meschel, CPA, CFP®. The team provides comprehensive financial planning and ongoing construction and maintenance of client investment portfolios for individuals, families, and business owners, operating as a fiduciary. Public filings indicate an ETF-centric approach and relationships with custodians including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID GREGORY MESCHEL
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6151678
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Allen Thomas Meschel
Principal Owner
- CRD
- #6671997
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,462,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,462,176 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing