Allen Thomas Meschel
Investment adviser representative at Meschel Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$107.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Meschel Wealth Management LLCAug 2022 to now
- Accelerated Enrollment SolutionJul 2019 to now
- J.P. MorganJun 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Meschel Wealth Management LLC
$107.5MAssets managed
173Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6671997
- Firm CRD
- 307239