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MERIDIAN WEALTH ADVISORS, LLC
CRD 282609 · SEC 801-107344
3600 NORTH CAPITAL OF TEXAS HIGHWAY, BUILDING B, SUITE 150, AUSTIN, TX, 78746, United States
Phone
512-717-5580
Fax
512-857-0559
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.74B
Discretionary AUM
$1.72B
Team
12 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $30.8M |
| High net worth individuals | 237 | $1.64B |
| Charitable organizations | 8 | $60.1M |
States served
CA, CO, LA, MT, NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD