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Home > Retirement Planners > pennsylvania > blue bell > MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC
653 Skippack Pike
Ste 210
Blue Bell, Pennsylvania 19422
Tel: 610-272-4700
About MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC, formally registered with the SEC as MERIDIAN WEALTH PARTNERS, LLC. The firm was established in 03/20/2017. They have over 1 offices throughout the country.
MERIDIAN WEALTH PARTNERS, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $905,574,005 assets under management, offering retirement planning & investment advisory services to 2055 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 287768 |
| SEC# | 801-110067 |
| Assets Managed by Firm | $905,574,005 |
| No. of Clients | 2055 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2055 | $905,574,005 |
| Individuals (other than high net worth individuals) | 423 | $86,206,821 |
| High net worth individuals | 216 | $533,817,592 |
| Pension and profit sharing plans | 76 | $262,421,999 |
| Charitable organizations | Fewer than 5 clients | $1,901,087 |
| Corporations or other businesses | 6 | $21,226,506 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
| $420,303,833,453 | 80 | 101 | |
| $337,512,332,679 | 151 | 201 | |
| $299,191,714,649 | 634470 | 2124 |
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