Mead Wealth Management LLC

Mead Wealth Management LLC (CRD# 301568) is a financial advisory firm headquartered in , . They manage $7,371,076 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.meadwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $283,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mead Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joy Mead, financial advisor Vero Beach FL
Joy Mead
CRD#: 1730787
Vero Beach, FL

Joy Mead (CRD# 1730787) is an Investment Advisor Representative working at Mead Wealth Management LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals