Meltzer Wealth Management (Bethesda)

Name: Meltzer Wealth Management
Address: 6500 Rock Spring Drive, Bethesda, MD, 20817
Telephone: 301-581-7315

Meltzer Wealth Management is a large advisory firm based in Bethesda. It manages $210.87 million of regulatory assets for 359 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Maryland.

Meltzer Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meltzer Wealth Management: assets under management

The assets under management (AUM) of Meltzer Wealth Management is $210.87 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meltzer Wealth Management for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Meltzer Wealth Management

Alan Lewis Meltzer has been acting as President since 1 Aug 2002. Robert Steven Zuccarro joined the executive team most recently as the Director, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Neal Jerry Simon	Director and president	1 Aug 2002	Other	1692810
Alan Lewis Meltzer	Director	1 Aug 2002	Other	1092083
Lawrence K Becker	Director and treasurer	1 Aug 2002	Other	3208666
Douglas Wayne Hammond	Vice president and secretary	1 Aug 2002	Other	4372071
Inc. The Meltzer Group	Shareholder	1 Aug 2002	75% - 100%	22-3811325
Neal Jerry Simon	President, chief compliance officer	1 Sep 2002	Other	1692810
Robert Steven Zuccarro	Director, treasurer	1 Nov 2003	Other	4240378

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. ("Appollo Fund") Apollo Investment Fund Iv	Shareholder	1 Aug 2002	25% - 50%	13-3985622
L.P. Apollo Advisers Iv	General partner	1 Aug 2002	Other	13-3582975
Inc. Apollo Capital Management Iv	General partner	1 Aug 2002	Other	13-3983721
National Financial Partners Corporation	Shareholder	1 Aug 2002	75% - 100%	13-4029115

Based in Bethesda

The principal office where Meltzer Wealth Management performs its advisory services is located at 6500 Rock Spring Drive, Bethesda, MD 20817, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-581-7315 or by fax 301-581-7301. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.meltzer.com.