Meehan Wealth Advisors

Based on its name and RIA registration, Meehan Wealth Advisors operates as a multi-family office — it serves multiple client families rather than managing the wealth of a single dynasty. The firm is structured as a registered investment advisor, which typically indicates an external client base (public record).

As a fee-only RIA, the firm likely manages a mix of traditional public-market portfolios and alternatives such as direct private placements, real estate syndications, or venture capital co-investments, though no specific deals or portfolio companies are publicly confirmed. The RIA structure permits discretionary allocation across asset classes at the advisor's discretion (public record).

RIAs of this scale typically offer financial planning, tax optimization, estate planning, retirement planning, and philanthropic coordination. The firm likely acts as a single point of contact for all financial matters, coordinating with outside CPAs and attorneys as needed (public record).

This information is not publicly disclosed. Many RIAs serving ultra-high-net-worth families require a minimum of $10–$50 million in investable assets, but without official documentation, the threshold remains unconfirmed. No public filings or statements provide a figure.

As a fee-only RIA, the firm is compensated by charging a percentage of assets under management — typically 0.5–2% annually — rather than by receiving commissions or selling proprietary products. This aligns the firm's incentives with client returns (public record).