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 advisory firm organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, pension consulting services and manager selection. Its billing mixes asset-based fees with fixed fees. Meridian does not position itself as an active ESG investor and is not described 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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds35%
- State & Local Bonds3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Christopher Annas
Founder, President, CEO and ChairmanCRD 6760396
Contacts
3 of 12
David 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 56Active vs passive
$761M in ETFs
74%
$560M
26%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $105M | 3,567,346 | 13.80% |
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
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