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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 Aug 17, 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 |
|---|---|---|---|
| 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.