# Meadowbrook Wealth Management, LLC

> Meadowbrook Wealth Management, LLC is an SEC-registered investment advisory firm in Garden City, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 110508
- Filed as: MEADOWBROOK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110508
- AdvisorCensus page: https://advisorcensus.com/firm/meadowbrook-wealth-management-llc-garden-city-ny-110508

## Quick answers

**How is Meadowbrook Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meadowbrook Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Meadowbrook Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 20, 2026 states: Hourly rate: $350 an hour (consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Meadowbrook Wealth Management, LLC located?**
Meadowbrook Wealth Management, LLC's principal office is in Garden City, NY, according to its Form ADV.

**Is Meadowbrook Wealth Management, LLC registered with the SEC or a state?**
Meadowbrook Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 110508.

**How much does Meadowbrook Wealth Management, LLC manage?**
Meadowbrook Wealth Management, LLC reports $110,100,000 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Meadowbrook Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Meadowbrook Wealth Management, LLC: Regulatory assets under management: $59,767,000 in the October 2021 data and $110,100,000 in the October 2026 data, up 84%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meadowbrook Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (32).

**Which custodians does Meadowbrook Wealth Management, LLC use?**
Meadowbrook Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial as a custodian holding 10% or more of its separately managed account assets.

**Does Meadowbrook Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110508

**What changed in Meadowbrook Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $86,200,000 to $110,100,000 (+28%). Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 20, 2026)

- Hourly rate: $350 an hour (consultation services)

> MWM may charge an hourly consultation fee of $350.00 in lieu of charging fees on assets under management which may not be applicable or feasible pertaining to a particular set of circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,100,000
- Discretionary: $110,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $79,100,000 |
| High net worth individuals | 32 | $31,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meadowbrookwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $59,767,000 | 2 | March 4, 2021 |
| October 2022 | $71,000,000 | 2 | January 25, 2022 |
| October 2023 | $50,800,000 | 2 | January 27, 2023 |
| October 2024 | $61,381,000 | 2 | January 16, 2024 |
| October 2025 | $86,200,000 | 2 | February 20, 2025 |
| October 2026 | $110,100,000 | 2 | April 20, 2026 |

Regulatory assets under management: $59,767,000 in the October 2021 data and $110,100,000 in the October 2026 data, up 84%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $86,200,000 to $110,100,000 (+28%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meadowbrook Wealth Management, LLC (CRD 110508): Form ADV filing data as of October 2026.