MERIDIAN WEALTH ADVISORS, LLC
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
FINTRXOverview
Meridian Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2016 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and manager-selection services. Meridian operates as a capital allocator and charges fees based on a percentage of assets under management as well as fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds34%
- Exchange Traded Equities24%
- Private Funds16%
- Cash & Cash Equivalents12%
- US Government Bonds8%
Owners & executives
1 of 1DEANNA GALE
Chief Compliance Officer & Director of OperationsCRD 8246799
Contacts
3 of 9ALEXANDER PRICE
Wealth AdvisorCRD 6176781
BRIAN NOONAN
Managing PartnerCRD 5878654
Edward Budd
Senior Portfolio AssociateCRD 6346098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$388M in ETFs
90%
$350M
6%
$38M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $79.8M | 122,183 | 20.57% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3600 N Capital of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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