# Meehan Wealth Advisors

Meehan Wealth Advisors is a Multi Family Office based in Unionville, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Unionville, Canada
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** https://meehanwealth.com

## Regulatory record

- **CRD number:** 164141
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164141

## About

Meehan Wealth Management Inc. is an insurance-based financial planning and management practice working with top Canadian insurers and financial companies for insurance wealth management and estate planning. The firm coordinates and provides funding for intergenerational transfers of wealth for Canadian families and businesses. It offers mutual fund solutions through its dealer, Quadrus Investment Services, and uses a process to create, protect and transfer a legacy of wealth in a tax-efficient, private and personal manner.

## Sectors

- Canadian families and businesses

## People

- Michael Meehan

## Questions

### 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.

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Last updated: 2026-08-11T15:07:26.757Z

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