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
Meaningful Wealth Management LLC
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts130ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Meaningful Wealth Management LLC
1
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.
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