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MERIDIAN WEALTH PARTNERS, LLC
CRD 287768 · SEC 801-110067
301 EAST GERMANTOWN PIKE, STE 201, EAST NORRITON, PA, 19401, United States
Phone
610-272-4700
Fax
610-272-6785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.35B
Team
13 total employees; 11 advisory reps; 85 broker-dealer reps
Clients
251-500
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 | 405 | $78.6M |
| High net worth individuals | 302 | $847.3M |
| Pension/profit sharing plans | 88 | $416.6M |
| Charitable organizations | 6 | $4.3M |
| Corporations/business entities | 9 | $22.2M |
States served
VT, CA, CO, DE, GA, MD, MA, NJ, NY, NC, PA, SC, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD