Meadowbrook Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meadowbrook Wealth Management provides investment advisory and ongoing portfolio management to individuals, small businesses, and trusts. Services are delivered through tailored strategies across four stated objectives—aggressive growth, growth, balanced, and fixed income—and through managed account programs.
The firm’s approach centers on customized asset allocation and a mix of techniques, including dollar‑cost averaging, technical and short‑ and long‑term trading, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The brochure notes execution through custodians LPL Financial and Charles Schwab and discloses that the firm may employ borrowing and derivative instruments in separately managed accounts.
Distinctive disclosures in the brochure include receipt of transition assistance from LPL Financial and ownership interests outside the advisory business, along with formal controls such as a written Code of Ethics and periodic due diligence around service providers’ use of artificial intelligence. The firm also states it may recommend insurance products like long‑term care or hybrid life/LTC solutions but that its investment advisers are not licensed to sell insurance and clients should consult a licensed agent for suitability.
Client services
Expertise
Fee options
$50,000 - $249,999: 2.50% (Aggressive Growth Portfolio) $250,000 - $749,999: 2.00% (Aggressive Growth Portfolio) $750,000+: 1.75% (Aggressive Growth Portfolio) $100,000 - $249,999: 2.00% (Growth Portfolio) $250,000 - $749,999: 1.50% (Growth Portfolio) $750,000+: 1.25% (Growth Portfolio) $100,000 - $249,999: 1.50% (Balanced Portfolio) $250,000+: 1.00% (Balanced Portfolio) $100,000+: 0.50% (Fixed Income Portfolio)
$350 per hour (hourly consultation fee)
Account minimum: $50,000
Main office
1042 Franklin Avenue, Suite 110
Garden City NY 11530
Advisors at this office
2
Most active in
Florida · New Jersey · New York
Also doing business as
Gmg Asset Management, Inc. · Meadowbrook Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard J
Series 63, Series 65
Garden City, NY
Meadowbrook Wealth Management, LLC
Richard Jack is a financial advisor at Meadowbrook Wealth Management, LLC in Garden City, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook since 2015. In addition to his advisory role, he is a licensed insurance agent involved in life insurance and annuity sales, spending up to 30% of his time on these activities. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts, managing approximately $86.2 million across about 121 client accounts. The firm offers both discretionary and non-discretionary managed accounts and structures client portfolios according to four broad objectives, using a variety of investment methods tailored to client goals.
Thomas E
Series 63, Series 65
Garden City, NY
Meadowbrook Wealth Management, LLC
Thomas Efthimiou is a financial advisor at Meadowbrook Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meadowbrook Wealth Management since 2015. Outside of advisory services, he is involved in managing a family-owned commercial real estate business and operates a marine equipment sales and service company. Meadowbrook Wealth Management provides investment advisory and portfolio management services to individuals, small businesses, and trusts. The firm manages approximately $86.2 million across about 121 client accounts, offering tailored investment strategies aligned with clients’ objectives, time horizons, and risk tolerances.
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