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MERIDIAN FINANCIAL ADVISORS, LLC

CRD 119679 · SEC 801-117452

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13 WATER STREET, SUITE 302, HOLLISTON, MA, 01746, United States

Phone

(508) 429-2600

Fax

(508) 429-2600

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$283.9M

Discretionary AUM

$283.9M

Team

5 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals89$44.2M
High net worth individuals88$239.7M

States served

MA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD