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MELD FINANCIAL, INC.
CRD 118896 · SEC 801-62981
3008 PUMP HOUSE RD., BIRMINGHAM, AL, 35243, United States
Phone
205-967-4200
Fax
205-967-2777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$776.4M
Discretionary AUM
$776.4M
Team
15 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 827 | $255.7M |
| High net worth individuals | 287 | $485.0M |
| Charitable organizations | 2 | $3.0M |
| State/municipal entities | 4 | $3.4M |
| Corporations/business entities | 10 | $29.4M |
States served
AL, CA, CO, GA, IN, LA, MS, NE, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
- HTTPS://WWW.YOUTUBE.COM/USER/MELDFINANCIAL
- HTTPS://WWW.BROOKSTONEWEALTH.COM
- HTTPS://WWW.INSTAGRAM.COM/MELD
- HTTPS://WWW.TWITTER.COM/PLANWITHMELD
- https://www.linkedin.com/company/1658895/admin/feed/posts/
- HTTP://WWW.FACEBOOK.COM/BROOKSTONEWEALTH
- HTTPS://WWW.FACEBOOK.COM/MELDFINANCIAL
- HTTPS://WWW.MELDFINANCIAL.COM
Official SEC filing: View on IAPD