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MERIDIAN FINANCIAL PARTNERS LLC
CRD 281969 · SEC 801-107287
39 SOUTH 4TH STREET, WARRENTON, VA, 20186, United States
Phone
(540)-878-5416
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$627.6M
Discretionary AUM
$625.3M
Team
7 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $44.8M |
| High net worth individuals | 320 | $553.2M |
| Pension/profit sharing plans | 1 | $76K |
| Charitable organizations | 9 | $23.2M |
| Corporations/business entities | 15 | $6.3M |
States served
CA, CO, LA, MD, MA, NY, NC, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD