MERIDIAN WEALTH PARTNERS, LLC

367 Eagleview Boulevard
Ste 202
Exton, Pennsylvania 19341
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 2 offices throughout the country.

MERIDIAN WEALTH PARTNERS, LLC is a Exton, Pennsylvania based Financial Planning firm with nearly $1,118,721,297 assets under management, offering retirement planning & investment advisory services to 2155 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	$1,118,721,297
No. of Clients	2155
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2155	$1,118,721,297
Individuals (other than high net worth individuals)	417	$85,570,507
High net worth individuals	256	$692,896,973
Pension and profit sharing plans	74	$315,941,393
Charitable organizations	Fewer than 5 clients	$2,611,010
Corporations or other businesses	8	$13,307,218

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