# Meschel Wealth Management LLC

> Meschel Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 307239
- Filed as: MESCHEL WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307239
- AdvisorCensus page: https://advisorcensus.com/firm/meschel-wealth-management-llc-307239

## Quick answers

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

**How much does Meschel Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Hourly rate: $350 an hour (financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Meschel Wealth Management LLC registered with the SEC or a state?**
Meschel Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307239.

**How much does Meschel Wealth Management LLC manage?**
Meschel Wealth Management LLC reports $107,462,176 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**What types of clients does Meschel 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 (30); charitable organizations (1).

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

**Does Meschel 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/307239

**Does Meschel Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "MWM does not have a specified minimum account size."

**What changed in Meschel Wealth Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: None

> MWM does not have a specified minimum account size.

- Hourly rate: $350 an hour (financial plans)

> Fees for financial plans can be charged on either a fixed or hourly basis. Hourly fees do not exceed $350 per hour and fixed fees range from $1,500 to $5,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $107,462,176
- Discretionary: $107,462,176
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $42,751,298 |
| High net worth individuals | 30 | $61,055,912 |
| Charitable organizations | 1 | $3,654,966 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meschelwealth.com
- Facebook @Meschel-Wealth-Management-LLC-103141751378917
- LinkedIn @meschel-wealth-management-llc

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meschel Wealth Management LLC (CRD 307239): Form ADV filing data as of October 2026.