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Mead Wealth Management
MEAD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $17 million in regulatory assets under management. The firm manages $923,262 on a...
Mead Wealth Management
MEAD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $17 million in regulatory assets under management. The firm manages $923,262 on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Mead Wealth Management a single- or multi-family office?
Mead Wealth Management is structured as a registered investment advisor (RIA), not explicitly as a family office. RIAs serve multiple clients under a fiduciary standard, which aligns more with a multi-family office model. The firm has not disclosed whether it manages a single family's wealth or serves numerous families.
What is known about Mead Wealth Management's investment strategy?
As an RIA, Mead Wealth Management likely employs a diversified strategy across equities, fixed income, and cash equivalents. The firm has not publicly specified asset-class mixes, stage preferences, or named portfolio companies. No direct investment or venture capital activity has been reported.
How large is Mead Wealth Management's team?
The firm does not publicly disclose its number of professionals or advisors. SEC filings may provide employee counts, but this data is not readily available in aggregated public records. Team composition remains unknown.
Where is Mead Wealth Management headquartered?
The firm's headquarters location is not publicly confirmed through its website or other official channels. Its SEC registration may list a business address, but that information has not been widely published.
Does Mead Wealth Management serve institutional clients or only individuals?
As a registered RIA, Mead Wealth Management likely serves high-net-worth individuals and families. RIAs can also cater to institutional clients such as pension funds or endowments, but the firm has not disclosed its client base composition.
Profile maintained by Altss 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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