# Meeks Wealth Management

Meeks Wealth Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.meekscapital.com
- **LinkedIn:** https://www.linkedin.com/company/meeks-capital

## Regulatory record

- **CRD number:** 299703
- **SEC file number:** 801-114543
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299703

## About

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.

## People

- Nathan Meeks — President and Founder

## 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.

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

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