Adam Meyer
Moonstone Asset Management · Brookhaven, Georgia
Adam Meyer is a fee-only financial advisor at Moonstone Asset Management in Brookhaven, Georgia. Adam focuses on estate & legacy planning and family wealth transfer. Moonstone Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moonstone Asset Management |
|---|---|
| Based in | Brookhaven, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $75M across 68 accounts |
| SEC registration | Investment adviser representative in GA, IL · CRD 8074640 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.moonstoneasset.com |
How Adam's firm compares
- Moonstone Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Adam
Is Adam Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Moonstone Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Moonstone Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Adam Meyer based?
Adam Meyer is based in Brookhaven, Georgia.
What does Adam specialize in?
Adam's specialties include estate & legacy planning and family wealth transfer. Adam works with multi-generational families.
Is Adam Meyer registered with the SEC?
Yes. Adam Meyer is registered as an investment adviser representative in GA and IL (CRD 8074640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moonstone Asset Management manage?
Moonstone Asset Management reports $75M across 68 accounts in assets under management.
How do I contact Adam Meyer?
Through Adam's website, www.moonstoneasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Moonstone Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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