Meridian Wealth Partners, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.3B

98% of AUM

Avg account

$650K

Accounts

2,105

Employees

Advisory reps

Firm details

Headquarters: East Norriton, Pennsylvania
CRD number: 287768
Registered since: March 20, 2017
Website: www.meridianwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.89%
Pension & Profit Sharing Plans30.43%
Individuals5.74%
Corporations / Businesses1.62%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Meridian Wealth Partners, LLC is an independent registered investment adviser operating as a limited liability company. The firm is SEC registered (registration year 2017) and describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Ownership includes both a domestic entity and individual owners. Meridian charges asset-based fees and fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and maintains an industry affiliation with banking or thrift institutions.