Updated:
Meeks Wealth Management
Meeks Capital is a small firm specializing in investment management and comprehensive financial planning. As a registered investment advisor, it emphasizes...
Meeks Wealth Management
Meeks Capital is a small firm specializing in investment management and comprehensive financial planning. As a registered investment advisor, it emphasizes independence and a hands-on approach with clients. The firm provides expert guidance across the whole financial picture and centers its work on comprehensive, easy-to-execute financial plans. Its mission is to be the trusted financial expert that everyday American families can turn to for clear, objective and sound advice.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Nathan Meeks
President and Founder
Frequently asked questions
What is the regulatory structure of Meeks Wealth Management?
As an Arizona-based wealth manager providing discretionary portfolio management, Meeks is registered as a Registered Investment Advisor (RIA) with the SEC or the Arizona Corporation Commission's Securities Division, depending on its regulatory assets under management. All RIAs in this category operate under a fiduciary duty to their clients.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: