Meredith Wealth Planning

CRD 300019 · Maryville, IL · $478.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 300019
SEC number: 801-122113
Firm type: RIA
Assets under management: $478.7M as of Jan 29, 2026
Website: meredithwealth.com ↗
Phone: 618-744-6755
Address: 6300 East Main Street, Maryville, IL, 62062

Advisors at this firm

2 in our index · page 1 of 1

Mark Thomas MeredithCRD 5669758 · Maryville, IL

IA RegisteredRegistration inactive
Richard Scott WimmerCRD 5584593 · Maryville, IL

IA Registered

Source & corrections

Where this page comes from

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