MERIDIAN WEALTH ADVISORS, LLC

CRD 282609File 801-107344

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.74B

Top 25% of cohort (national)

Discretionary AUM

$1.72B

Non-discretionary $13.7M

Clients

336

1,539 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 4, 2016
Principal office: 3600 NORTH CAPITAL OF TEXAS HIGHWAY, BUILDING B, SUITE 150, AUSTIN, TX, 78746
Phone: 512-717-5580
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/MERIDIAN-WEALTH-ADVISORS-LLC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.74B
Discretionary AUM: $1.72B
Non-discretionary AUM: $13.7M
Discretionary accounts: 1,518
Non-discretionary accounts: 21
Total accounts: 1,539
AUM per client: $5.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$8.7M
Charitable organizations	8	$60.1M
High net worth individuals	237	$1.64B
Individuals (other than high net worth individuals)	91	$30.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.