MERIDIAN WEALTH PARTNERS, LLC
Firm details
- Headquarters
- EAST NORRITON, Pennsylvania
- CRD number
- 287768
- Registered since
- March 20, 2017
- 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
FINTRXOverview
Meridian Wealth Partners, LLC is an independent SEC-registered registered investment adviser that began filing in 2017 and operates as an LLC. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements include percentage-of-AUM pricing alongside fixed-fee engagements. Meridian does not identify as an active ESG investor and does not position itself as a multi-state or related adviser.
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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds35%
- State & Local Bonds3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Christopher Annas
Founder, President, CEO and ChairmanCRD 6760396
Contacts
3 of 11DAVID CAMPBELL
Senior Vice PresidentCRD 2272099
DANIEL GARROWAY
SVPCRD 5358913
Peter Derby
DirectorCRD 7234747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$673M in ETFs
74%
$495M
26%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $93.6M | 943,173 | 13.92% |
Location
EAST NORRITON, PA
MONTGOMERY
Location
EAST NORRITON, PA
Headquartered in EAST NORRITON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 301 E Germantown Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BLUESPHERE ADVISORS LLC
RIAEAST NORRITON, PA
FOUNDATION CAPITAL MANAGEMENT, LLC
RIAEAST NORRITON, PA
DICCIANNI FINANCIAL GROUP, INC.
RIAEAST NORRITON, PA
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
RIACONSHOHOCKEN, PA
MIRAVAST ASSET MANAGEMENT, LLC
RIANEWTOWN, PA
1315 CAPITAL
RIAPHILADELPHIA, PA