Meaningful Wealth Management LLC

Meaningful Wealth Management LLC (CRD# 299529) is a financial advisory firm headquartered in Flourtown, PA. They manage $13,866,037 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 411, Flourtown, PA 19031
https://www.meaningfulwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $106,662
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

PA

Financial Advisors at Meaningful Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brendan Dooley, financial advisor Flourtown PA
Brendan C. Dooley
CRD#: 6068263
Flourtown, PA

Brendan Dooley (CRD# 6068263) is an Investment Advisor Representative working at Meaningful Wealth Management LLC in Flourtown, PA and has over 11 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.

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