DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MEADOWBROOK WEALTH MANAGEMENT, LLC

CRD 110508

GARDEN CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45162169-fa57-30bb-724a-d2035279b4c8

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2017 to Apr 20, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-04-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $110M
Private client RAUM: $110MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $55.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 260
Individual clients: 142
High net worth clients: 32
SEC number: 801-110418
CRD: 110508
Filings on the tape: 13
First filed: Apr 7, 2017
Latest filed: Apr 20, 2026
Organised: Limited Liability Company, NY
Website: meadowbrookwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS GEORGE EFTHIMIOU	n/a	GARDEN CITY, NY	5	33	n/a	no
RICHARD FRANCIS JACK	n/a	GARDEN CITY, NY	5	25	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GMG CAPITAL DEVELOPMENT, L.P.	Hedge Fund	$33,000	Jul 6, 2017	4	Apr 7, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EFTHIMIOU, THOMAS, GEORGE	MANAGING PRINCIPAL/PARTNER/CCO	D	yes	03/2015	Apr 7, 2017	Jan 16, 2024
JACK, RICHARD, FRANCIS	MANAGING PRINCIPAL/PARTNER/COO	D	yes	03/2015	Apr 7, 2017	Jan 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 20, 2026	$110M	$110M	2	2	n/a	n/a
2024	Feb 20, 2025	$86.2M	$86.2M	2	2	n/a	n/a
2023	Jan 16, 2024	$61.4M	$56.8M	2	2	n/a	n/a
2022	Jan 27, 2023	$50.8M	$46.6M	2	2	n/a	n/a
2021	Jan 25, 2022	$71.0M	$70.9M	2	2	n/a	n/a
2020	Mar 4, 2021	$59.8M	$59.7M	2	2	n/a	n/a
2019	Jan 29, 2020	$42.9M	$42.9M	2	2	n/a	n/a
2018	Feb 20, 2019	$35.1M	$35.1M	2	2	n/a	n/a
2017	Mar 13, 2018	$33.1M	$33.0M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	$86.2M	27.7%	$50.8M	29.4%	2	2	0	0

Relationships

Registered with (2)

← RICHARD FRANCIS JACKAdvisorregistration: current employment
Apr 2, 2021 to presentfactForm ADV
← THOMAS GEORGE EFTHIMIOUAdvisorregistration: current employment
Apr 1, 2021 to presentfactForm ADV

Controls (2)

← EFTHIMIOU, THOMAS, GEORGEOwnerMANAGING PRINCIPAL/PARTNER/CCO, ownership code D, individual
Apr 7, 2017 to Jan 16, 2024factForm ADV
← JACK, RICHARD, FRANCISOwnerMANAGING PRINCIPAL/PARTNER/COO, ownership code D, individual
Apr 7, 2017 to Jan 16, 2024factForm ADV

Advises (1)

→ GMG CAPITAL DEVELOPMENT, L.P.Private fundHedge Fund, IA, no longer reported
Apr 7, 2017 to Jul 6, 2017factForm ADV

Dated events

Occurred
Apr 7, 2017
First Form ADV filing
Meadowbrook Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45162169-fa57-30bb-724a-d2035279b4c8
First observed: Apr 7, 2017
Last observed: Apr 20, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MEADOWBROOK WEALTH MANAGEMENT, LLC

CRD 110508

GARDEN CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45162169-fa57-30bb-724a-d2035279b4c8

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS GEORGE EFTHIMIOU

n/a

GARDEN CITY, NY

n/a

RICHARD FRANCIS JACK

n/a

GARDEN CITY, NY

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GMG CAPITAL DEVELOPMENT, L.P.

Hedge Fund

$33,000

Jul 6, 2017

Apr 7, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EFTHIMIOU, THOMAS, GEORGE

MANAGING PRINCIPAL/PARTNER/CCO

yes

03/2015

Apr 7, 2017

Jan 16, 2024

JACK, RICHARD, FRANCIS

MANAGING PRINCIPAL/PARTNER/COO

yes

03/2015

Apr 7, 2017

Jan 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$110M

n/a

2024

Feb 20, 2025

$86.2M

n/a

2023

Jan 16, 2024

$61.4M

$56.8M

n/a

2022

Jan 27, 2023

$50.8M

$46.6M

n/a

2021

Jan 25, 2022

$71.0M

$70.9M

n/a

2020

Mar 4, 2021

$59.8M

$59.7M

n/a

2019

Jan 29, 2020

$42.9M

n/a

2018

Feb 20, 2019

$35.1M

n/a

2017

Mar 13, 2018

$33.1M

$33.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

$86.2M

27.7%

$50.8M

29.4%