Meristem Family Wealth LLC
Legal Name: MERISTEM FAMILY WEALTH, LLC
Full Contact Details
Other Info
Meristem Family Wealth LLC is legally known as MERISTEM FAMILY WEALTH, LLC. It is a DE Limited Liability Company. This firm has 39 employees, of which 20 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 25, 2000.
Meristem Family Wealth
About Expertise Our People Events Community News Contact Trust Co. Client Login A Plan For Them.A Legacy For You.™ Welcome to Meristem Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human c…
Meristem Family Wealth
About Expertise Our People Events Community News Contact Trust Co. Client Login Family Beyond The Numbers.™ Welcome to Meristem Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital.…
Direct Owners
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CHARLES JOSEPH MAXWELL
CEO; MEMBER, CLASS B owns more than 25% but less than 50%
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JAMES MICHAEL ROBBINS
CCO, MEMBER, CLASS B owns more than 10% but less than 25%
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JON KENNETH CROW
COO & TREASURER, MEMBER, CLASS B owns more than 10% but less than 25%
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PATRICK RYAN REGAN
CIO; MEMBER, CLASS B owns more than 5% but less than 10%
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PC 3 VENTURE LLC
MEMBER, CLASS A owns more than 25% but less than 50%
Indirect Owners
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KEVIN BERGMAN
MEMBER, CLASS 3
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MICHAEL DAVID BENSON
MEMBER, CLASS 1 owns more than 25% but less than 50%
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RICHARD REV TR SCHULZE
MEMBER, CLASS 2 owns more than 25% but less than 50%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
MUFG ALTERNATIVE FUND SERVICES LTD.
Cayman Islands -
US BANK
United States
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