Meridian Wealth Partners, LLC
Firm details
- Headquarters
- East Norriton, Pennsylvania
- CRD number
- 287768
- Registered since
- March 20, 2017
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.89%
- Pension & Profit Sharing Plans30.43%
- Individuals5.74%
- Corporations / Businesses1.62%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meridian Wealth Partners, LLC is an independent registered investment adviser operating as a limited liability company. The firm is SEC registered (registration year 2017) and describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Ownership includes both a domestic entity and individual owners. Meridian charges asset-based fees and fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and maintains an industry affiliation with banking or thrift institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities57%
- Public Funds/Mutual Funds35%
- State & Local Bonds3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$753M in ETFs
73%
$552M
27%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $106M | 3,538,017 | 14.10% |
Location
East Norriton, PA
Montgomery
Location
East Norriton, PA
Headquartered in East Norriton, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 301 E Germantown Pike
- Time zone
- ET (UTC-5)
- Office locations
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