Meristem Family Wealth LLC

Meristem Family Wealth LLC, a Delaware Limited Liability Company, has a team of 39 professionals, with 20 of them serving in advisory roles. While the number of clients they serve remains unknown, their last reported SEC status was approved in February 2000.

• CHARLES JOSEPH MAXWELL

  CEO; MEMBER, CLASS B owns more than 25% but less than 50%

• JAMES MICHAEL ROBBINS

  CCO, MEMBER, CLASS B owns more than 10% but less than 25%

• JON KENNETH CROW

  COO & TREASURER, MEMBER, CLASS B owns more than 10% but less than 25%

• PATRICK RYAN REGAN

  CIO; MEMBER, CLASS B owns more than 5% but less than 10%

• PC 3 VENTURE LLC

  MEMBER, CLASS A owns more than 25% but less than 50%

• KEVIN BERGMAN

  MEMBER, CLASS 3

• MICHAEL DAVID BENSON

  MEMBER, CLASS 1 owns more than 25% but less than 50%

• RICHARD REV TR SCHULZE

  MEMBER, CLASS 2 owns more than 25% but less than 50%

• CHARLES SCHWAB & CO., INC.
  United States
• MUFG ALTERNATIVE FUND SERVICES LTD.
  Cayman Islands
• US BANK
  United States

• Merced Capital LP
• 360 Financial Inc
• Quantitative Advantage LLC
• Feltl Advisors LLC
• Running Oak Capital LLC
• Cherry Tree Wealth Management LLC
• Twele Capital Management Inc
• Marks Group Wealth Management Inc
• Strategic Wealth Group Registered Investment Advisor LLC
• ASA Managed Account Managers LLC

• A Shift in Wealth: Comparing Meristem Family Wealth's Q1 and Q3 2022 Holdings

• ISHA $90,830k
• ISHARES TR CORE S&P SCP ETF $25,079k
• ISHARES TR CORE S&P500 ETF $17,532k
• PEPSICO INC $10,136k
• US BANCORP DEL $7,912k
• AMCOR PLC $6,944k
• Apple Inc $6,095k
• SPDR S&P 500 ETF TR TR UNIT $5,982k
• JOHNSON & JOHNSON $5,506k
• ALPS ALERIAN MLP ETF $5,313k