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MERIDIAN WEALTH ADVISORS, LLC
3600 North Capital Of Texas Highway
Building B, Suite 150
Austin, Texas 78746
Tel: 512-717-5580
About MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as MERIDIAN WEALTH ADVISORS, LLC. The firm was established in 03/04/2016. They have over 1 offices throughout the country.
MERIDIAN WEALTH ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $1,223,913,676 assets under management, offering retirement planning & investment advisory services to 1279 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282609 |
| SEC# | 801-107344 |
| Assets Managed by Firm | $1,223,913,676 |
| No. of Clients | 1279 |
| 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 | 1279 | $1,223,913,676 |
| Individuals (other than high net worth individuals) | 89 | $25,611,125 |
| High net worth individuals | 218 | $1,111,815,273 |
| Charitable organizations | 7 | $45,846,878 |
| Corporations or other businesses | 6 | $40,640,400 |
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