Fredrick Mesch

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Mesch, & Co. Pllc
  Arlington, TX
• 01/2012 → Present
  Frederick P. Mesch, Iii Pc
  Fort Worth, TX
• 01/2012 → Present
  Mesch Pllc
  Fort Worth, TX
• 02/2022 → Present
  Mesch Wealth Advisors
  Fort Worth, TX

Other Businesses

1. Owner & Managing Member, Texas Street, LP, an entity created for the purpose of owning & managing commercial real estate at 600 Texas St. Fort Worth, TX, 76102, as of 01/20/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Tax preparation, General accounting, Bill pay, and Payroll processing services, Mesch, PLLC; as of 01/20/2021; 95% of time spent during business hours; Conducted at branch; Not investment related. 3. Owner & Managing Partner, Mesch, PLLC; general accounting services, as of 01/20/2021; 95% of time spent during business hours; Conducted at branch location; Not investment related. 4. Co-owner, Atlantic Equity, LP, an entity created to hold personal investments; as of 09/28/2015; 0% of time spent during business hours; Conducted at branch location; Investment related. 5. Co-owner, Atlantic GP, LLC, an entity created as general partner of Atlantic Equity, LP; as of 09/23/2015; 0% of time spent during business hours; Conducted at branch location; Not Investment related. 6. Co-Owner, Twin Creek Farm & Ranch, LLC, an entity created for the purpose of buying and managing farm land at 1133 CR 3415, Clifton, TX 76634, as of 07/24/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related. 7. Owner, Frederick P. Mesch, III, P.C.; entity created as a holding company for ownership of Mesch, PLLC; Located in Fort Worth, TX 76102; as of 01/01/2014; 1% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-21

Other Names

• Fredrick Mesch
• Derick Mesch