Meridian Wealth Advisors, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$1.1M

Accounts

1,539

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 282609
Registered since: March 4, 2016
Website: www.meridianadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.27%
Charitable Organizations3.46%
Individuals1.77%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Meridian Wealth Advisors, LLC is an independent, SEC-registered advisory firm organized as an LLC and first registered in 2016. The firm serves both individual and family clients as well as institutional investors, offering fee arrangements tied to a percentage of assets under management and fixed-fee engagements. Its advisory platform includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and manager selection — Meridian functions as a capital allocator to external managers for portions of client portfolios. Meridian is not positioned as an ESG-focused allocator, and its filings do not identify it as a multi-state adviser. The firm’s model emphasizes outsourced manager relationships alongside in-house portfolio management and planning.