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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Frontier momentumFusion glacier +more
- Established Date
- 01-12-2023
- Office Locations
- 1
Office Locations
About QED Wealth Solutions
QED Wealth Solutions is a Kansas-based, founder-led registered investment adviser run by Tyler Meyer, focused on personal finance and retirement planning for retail clients, including retirees. The firm provides financial planning, investment management, and tax/insurance planning, implementing portfolios primarily with public funds and ETFs. It publishes the “Retire to Abundance” retirement blog and uses Altruist for custody/tech.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
Tyler John Meyer
Chief Compliance Officer, Financial Planner, Managing Member, President
- CRD
- #7369164
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,488,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,488,793 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,488,793
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,758,851,385 | 30.3% |
| Equity - Exchange | $2,792,104,013 | 48.1% |
| Cash | $1,253,834,650 | 21.6% |
| Total | $5,804,790,048 | 100.0% |