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Meredith Wiedeman

Trustee of West Eighth Street at HRTG Gpe

Officer record from the firm’s Form ADVForm ADV filed 10 June 2026

Meredith Wiedeman is Trustee of West Eighth Street of HRTG Gpe, LLC, a Wilson investment adviser.

Role at HRTG Gpe

Title on Schedule A
Trustee of West Eighth Street
Control
Meredith Wiedeman is not a control person of HRTG Gpe.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Meredith Wiedeman has held the filed role since June 2024.

The firm

HRTG Gpe, LLC
Wilson, WY

Form ADV filed 10 June 2026

$27.1B AUM22 clients8 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Meredith Wiedeman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Meredith Wiedeman
CRD
5865932
Firm
HRTG Gpe, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Meredith Wiedeman work?

Meredith Wiedeman has been Trustee of West Eighth Street of HRTG Gpe, LLC since June 2024.

Source: Form ADV, Schedule A, filed 10 June 2026

Leadership at HRTG Gpe

  • Keith Johnson
    Chief Executive Officer, Managing Member of HRTG Gpe, LLC and Manager and Member of Montague Island LLC
  • Connie Wu
    Chief Financial Officer
  • Federsin Dinsay
    Chief Operating Officer
  • William McGee
    Chief Compliance Officer
  • Gerald Beeson
    Director of HRTG Gpe, LLC
  • John Collison
    Director of HRTG Gpe, LLC
  • Bruce Karsh
    Director of HRTG Gpe, LLC
  • Kevin Kelly
    Chief Investment Officer and Managing Member of HRTG Gpe, LLC
  • Douglas Leone
    Director of HRTG Gpe, LLC
  • Michael Moritz
    Director of HRTG Gpe, LLC
  • Mark Oei
    Withdrawn Member of HRTG Gpe, LLC
  • John Zito
    Director of HRTG Gpe, LLC
  • Kevin Slemp
    Trustee of West Eighth Street

Sources

  1. IAPD individual lookup, CRD 5865932. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of HRTG Gpe, LLC, filed 10 June 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Meredith Wiedeman or HRTG Gpe, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.