Meristem Family Wealth LLC
Legal Name: MERISTEM FAMILY WEALTH, LLC
Full Contact Details
Meristem Family Wealth LLC
701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN
952-835-2577
952-835-8283
Other Info
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.
Flywheel - Unknown Domain
Flywheel is managed WordPress hosting built for designers and creative agencies. Build, scale, and managed hundreds of WP sites with ease on Flywheel.
Home - Meristem Family Wealth
Skip to content BREAKING NEWS: Cresset Asset Management, LLC ("Cresset") Merges with Meristem Family Wealth, LLC ("Meristem"). Expands Multi-Family Office Nationwide. Read More. About Team What We Do News Trust Co. Contact Login About Team What We Do News Trust Co. Contact Login Family Beyondthe num…
Direct Owners
-
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%
Indirect Owners
-
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%
Custodians
-
CHARLES SCHWAB & CO., INC.
United States -
MUFG ALTERNATIVE FUND SERVICES LTD.
Cayman Islands -
US BANK
United States
Firms Located Nearby
- Sargent Management Co
- Cherry Tree Wealth Management LLC
- Lifestage Wealth Management LLC
- Twele Capital Management Inc
- Strategic Wealth Group Registered Investment Advisor LLC
- Marks Group Wealth Management Inc
- The Advocate Group LLC
- DGV Solutions LP
- Quantitative Advantage LLC
- Pine River Capital Management LP
Top 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