M
Meeks Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,049,006
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$8,672,112
About
Meeks Wealth Management provides comprehensive portfolio management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Its investment solutions may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities tailored to client objectives.
The firm predominantly operates on a non‑discretionary basis, reporting $0 in discretionary assets and $78,049,006 in non‑discretionary assets as of December 31, 2025, so recommendations are presented for client approval prior to execution. Its approach combines multiple methods of analysis—fundamental, technical, quantitative and sector analysis—with asset allocation, duration management and periodic rebalancing to align portfolios with risk tolerance and time horizon.
Compared with similarly sized independent advisory practices, the firm is notable for managing substantial non‑discretionary assets across a small client base (nine clients) and for providing portfolio services to business and institutional entities as well as individuals. It allows client‑specific investment restrictions and provides at least quarterly verbal reviews, reinforcing a consultative, client‑directed relationship.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 1.00% $500,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $25,000,000: 0.30% $25,000,000+: 0.25%
Account minimum: $500,000 Fee-only: Annual fees billed monthly in arrears; fees are negotiable and may be waived or reduced on an individual basis
Main office location
Meeks Wealth Management, LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Meeks Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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