MERIDIAN WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,368,978,981
Discretionary
$1,346,731,773
Non-discretionary
$22,247,208
Firm details
- CRD number
- 287768
- SEC file number
- 801-110067
- Main office
- EAST NORRITON, PA, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.