LP Profile

Meld Financial

Also known as meld financial

Wealth ManagerBirmingham, United StatesFounded 1984
Birmingham
Headquarters
Investment Focus

About Meld Financial

We employ a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants and wealth management specialists.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Meld Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$776.4M
Total Clients
1,942
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Meld Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Meld Financial?

Meld Financial is a wealth manager based in Birmingham, United States.

Where is Meld Financial headquartered?

Meld Financial is headquartered in Birmingham, United States.

When was Meld Financial founded?

Meld Financial was founded in 1984.

How can I contact Meld Financial?

Verified contact details, key decision-makers, and investment preferences for Meld Financial are available on LPbacked. Create a free account to access them.