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MERIDIAN WEALTH PARTNERS, LLC
CRD 287768File 801-110067
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $22.2M
Clients
810
2,105 accounts
Employees
13
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 20, 2017
- Principal office
- 301 EAST GERMANTOWN PIKE, STE 201, EAST NORRITON, PA, 19401
- Phone
- 610-272-4700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $22.2M
- Discretionary accounts
- 2,081
- Non-discretionary accounts
- 24
- Total accounts
- 2,105
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $22.2M |
| Charitable organizations | 6 | $4.3M |
| High net worth individuals | 302 | $847.3M |
| Pension and profit sharing plans | 88 | $416.6M |
| Individuals (other than high net worth individuals) | 405 | $78.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- Firm Custody Clients
- Yes
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 784 | 810 | increased by26 |
| Apr 1, 2026 | AUM | $1,255,735,728 | $1,368,978,981 | increased by$113,243,253 |
| Apr 1, 2026 | Accounts | 2,259 | 2,105 | decreased by154 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 669 | 784 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $984,864,510 | $1,255,735,728 | increased by$270,871,218 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,897 | 2,259 | increased by362 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 616 | 669 | increased by53 |
| Apr 1, 2022 | AUM | $830,917,329 | $984,864,510 | increased by$153,947,181 |
| Apr 1, 2022 | Accounts | 1,661 | 1,897 | increased by236 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERIDIAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERIDIAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.