Meld Financial, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

118896

SEC number

801-62981

Firm type

RIA

Assets under management

$776.4M as of Mar 24, 2026

Website

www.meldfinancial.com ↗

Phone

205-967-4200

Address

3008 Pump House Rd., Birmingham, AL, 35243

Advisors at this firm

10 in our index · page 1 of 1

• Ashley Burrell CrawfordCRD 6494331 · Birmingham, AL
  IA RegisteredRegistration inactive
• Madison CaswellCRD 7045926 · Birmingham, AL
  IA RegisteredRegistration inactive
• Michael John GuilsherCRD 1157544 · Birmingham, AL
  IA RegisteredRegistration inactive
• Matthew Douglas GenslerCRD 1312436 · Boynton Beach, FL
  IA Registered
• Blake W MayCRD 6407811 · Birmingham, AL
  IA RegisteredRegistration inactive
• Tami Wyrosdick McdonaldCRD 3233299 · Columbus, GA
  IA RegisteredRegistration inactive
• Dwight Heidelberg ReynoldsCRD 4419789 · Birmingham, AL
  IA RegisteredRegistration inactive
• Justin Kennedy TackettCRD 7949434 · Birmingham, AL
  IA Registered
• Kyle B WhittingtonCRD 5295189 · Birmingham, AL
  IA RegisteredRegistration inactive
• Tonya Jean WilliamsCRD 4965035 · Columbus, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.