Kirke Meeks
Meeks Wealth Management · Scottsdale, Arizona
Kirke Meeks is a fee-only financial advisor at Meeks Wealth Management in Scottsdale, Arizona, who holds the CFA credential. Meeks Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Meeks Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $78.0M across 31 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ · CRD 2395018 |
| Exams passed | Series 63 (2001) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kirke's firm compares
- Meeks Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Kirke
Is Kirke Meeks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirke holds no broker registration, and Meeks Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirke charge for financial advice?
Kirke's firm, Meeks Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kirke Meeks based?
Kirke Meeks is based in Scottsdale, Arizona.
What credentials does Kirke Meeks hold?
Kirke Meeks holds the CFA credential.
Is Kirke Meeks registered with the SEC?
Yes. Kirke Meeks is registered as an investment adviser representative in AZ (CRD 2395018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meeks Wealth Management manage?
Meeks Wealth Management reports $78.0M across 31 accounts in assets under management.
How do I contact Kirke Meeks?
Contact details aren't on file yet. Search for Meeks Wealth Management.
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
- 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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