Meridian Passage
RIAState Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$218K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334704
- Website
- meridianpassageinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.85%
- Individuals34.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Passage is an Arizona-registered limited liability company that provides portfolio management and financial planning to individuals and small businesses. The firm is owned by an individual principal and charges both an asset-based fee and fixed fees. It does not operate as a capital allocator to external managers; instead, its activities are focused on direct advisory work rather than pension consulting or family office services. Meridian Passage does not present itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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