Wealth Manager
    SEC Registered
    Manages Private Funds

    Meld Financial, Inc.

    Registered investment advisor · Birmingham, Alabama · CRD #118896

    Assets Under Management
    $776M
    Client Accounts
    1,942
    Employees
    15
    CRD Number
    118896
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Meld Financial, Inc.

    Meld Financial, Inc. is a registered investment advisory firm based in Birmingham, AL, specializing in wealth management, financial planning, and investment management. It offers comprehensive financial services and is known for its independent approach.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Meld Financial, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Meld Financial, Inc.'s AUM?

    Meld Financial, Inc. reports approximately $776M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Meld Financial, Inc. headquartered?

    Meld Financial, Inc. is headquartered in Birmingham, Alabama.

    What is Meld Financial, Inc.'s CRD number?

    Meld Financial, Inc.'s CRD number is 118896. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Meld Financial, Inc. manage?

    Meld Financial, Inc. manages approximately 1,942 client accounts according to its latest SEC filing.

    Is Meld Financial, Inc. SEC registered?

    Yes, Meld Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Alabama

    Waverly Advisors, LLC
    Birmingham, AL · $29.8B AUM
    Highland Associates Inc
    Birmingham, AL · $21B AUM
    Regions Investment Management, Inc.
    Birmingham, AL · $20.1B AUM
    Aptus Capital Advisors, LLC
    Fairhope, AL · $14.1B AUM
    Harbert Fund Advisors, LLC
    Birmingham, AL · $7.8B AUM
    Rfg Advisory, LLC
    Vestavia Hills, AL · $6.8B AUM
    See all top RIA firms in Alabama →

    Research firms like Meld Financial, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial