Single Family OfficeRIA · CRD 143070SEC-Registered

Updated:

ME Financial

ME FINANCIAL, PLLC is an SEC-registered investment adviser in PHOENIX, AZ. The firm manages approximately $17 million in regulatory assets, $11 million on a...

ME Financial

ME FINANCIAL, PLLC is an SEC-registered investment adviser in PHOENIX, AZ. The firm manages approximately $17 million in regulatory assets, $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What does the PLLC structure imply about ME Financial?

A professional limited liability company requires members to hold state-issued professional licenses — typically in law, accounting, medicine, or financial advisory. This suggests ME Financial's principals likely came from a licensed professional services background and may use the entity to manage family wealth alongside, or separately from, an advisory practice.

Why does ME Financial have no public presence?

The firm has intentionally avoided a public-facing website, LinkedIn profile, and any known marketing. This places it among family offices that prioritize privacy and do not solicit external capital, co-investors, or public recognition. Its PLLC registration is effectively the only external signal of its existence.

Does ME Financial manage outside capital?

There is no evidence that ME Financial manages third-party capital. Its lack of website, marketing, or regulatory filings accessible through standard allocator research suggests it operates as a single-family office or closed private vehicle rather than a commercial multi-family office or RIA platform.

What investment strategy does ME Financial pursue?

Without disclosed portfolio holdings, fund commitments, or regulatory filings, the firm's asset-class mix, stage preferences, and geographic footprint are not publicly known. Allocators cannot characterize its strategy from available public record.

How can an allocator evaluate ME Financial as a potential co-investment partner?

Evaluation is not possible through public sources. ME Financial does not publish investment criteria, participate in industry conferences, or maintain the disclosure profile necessary for institutional due diligence. Any engagement would require a direct private introduction to its principals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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