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Meehan Wealth Advisors
Meehan Wealth Advisors is a fee-only RIA and multi-family office serving wealthy families with comprehensive financial planning and investment management.
Meehan Wealth Advisors
Meehan Wealth Advisors is structured as a fee-only RIA, meaning it does not accept commissions or kickbacks, aligning its incentives with client returns. The firm likely serves high-net-worth individuals, families, and possibly endowments, offering services that include investment management, tax strategy, estate planning, and philanthropic coordination. It does not appear to maintain a public website or disclose an AUM figure, which is common for smaller or more private advisory practices. In terms of strategy, the firm likely employs a diversified portfolio approach across public equities, fixed income, alternatives, and cash. Direct deal flow may include private placements, real estate syndications, or venture co-investments, though no specific holdings or sectors are publicly confirmed. Geographic focus is presumably domestic US, with clients concentrated in a single region. Team size and key personnel are not publicly disclosed. No recent operational events were identified in the public record. The firm's advisory structure suggests a lean team with direct principal involvement. The firm's structural differentiator is its independence — as a non-captive RIA, it is free to select best-fit custodians, asset managers, and insurance carriers without proprietary product pressure. This provides a clean governance framework but limits available public reference points.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Meehan Wealth Advisors a single family office or a multi-family office?
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).
Does Meehan Wealth Advisors manage direct investments or only traditional portfolios?
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).
What services does Meehan Wealth Advisors provide beyond investment management?
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).
What is the minimum net worth required to work with Meehan Wealth Advisors?
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.
How does Meehan Wealth Advisors make money?
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).
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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