Meschel Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,807,210
Clients
172
Advisors
2
of 3 employees
About
Meschel Wealth Management LLC provides discretionary investment management and separate financial planning services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm implements portfolios primarily through mutual funds and exchange‑traded funds and may introduce clients to unaffiliated third‑party managers.
MWM builds portfolios from an assessment of each client’s investment objectives and risk tolerance, choosing between active and passive vehicles and seeking the lowest‑cost mutual fund share classes for which clients are eligible. The firm often considers in‑kind transfers when onboarding client assets and uses SEI Private Trust Company’s mutual fund model program and Managed Account Solutions (including tri‑party arrangements) as part of its implementation options.
Distinctive operational features include the firm’s use of standing letters of authorization: as of December 31, 2025 it maintained SLOAs for 32 clients with accounts totaling $27,891,903, a material portion of assets noted in its custody disclosures. Meschel relies on Schwab Advisor Services for custody and institutional support, does not vote client proxies, and discloses the ability to compensate third‑party introducers while describing its SmartAsset relationship as a fixed subscription arrangement rather than a per‑lead commission.
Client services
Expertise
Fee options
From $1,500 to $5,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.40% $5,000,000+: 0.25%
Up to $350 per hour
Main office
Yardley PA
Advisors at this office
2
Most active in
New Jersey
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.
Quick links
Advisors at this firm
Allen M
Series 65
Yardley, PA
Meschel Wealth Management LLC
Allen Meschel is a financial advisor at Meschel Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. In addition to his advisory role, he has been involved with Accelerated Enrollment Solution since 2019. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, and third-party managers while seeking low-cost share classes.
David M
CFP®, Series 66
Yardley, PA
Meschel Wealth Management LLC
David Meschel is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He is a principal at Meschel Wealth Management LLC and has previously worked at Purshe Kaplan Sterling, The Retirement Group, LLC, FSC Securities Corp, and Signator Investors, Inc. Outside of advisory services, he is licensed as an insurance broker for life, annuities, long-term care, and disability insurance. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds and exchange-traded funds, and incorporates model programs and managed account solutions as part of its implementation.
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