# Meridian Wealth Advisors, LLC

> Meridian Wealth Advisors, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 282609
- Filed as: MERIDIAN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282609
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609

## Quick answers

**How is Meridian Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Meridian Wealth Advisors, LLC located?**
Meridian Wealth Advisors, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Meridian Wealth Advisors, LLC registered with the SEC or a state?**
Meridian Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282609.

**How much does Meridian Wealth Advisors, LLC manage?**
Meridian Wealth Advisors, LLC reports $1,737,910,247 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (99% discretionary).

**How have Meridian Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Meridian Wealth Advisors, LLC: Regulatory assets under management: $873,542,766 in the October 2021 data and $1,737,910,247 in the October 2026 data, up 99%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meridian Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (237); individuals (other than high net worth individuals) (91); charitable organizations (8).

**Which custodians does Meridian Wealth Advisors, LLC use?**
Meridian Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Meridian Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282609

**What changed in Meridian Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,450,816,126 to $1,737,910,247 (+20%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,737,910,247
- Discretionary: $1,724,238,215
- Non-discretionary: $13,672,032

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $30,759,722 |
| High net worth individuals | 237 | $1,638,337,918 |
| Charitable organizations | 8 | $60,142,219 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,670,388 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, MT, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meridianadvisors.com
- LinkedIn @MERIDIAN-WEALTH-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $873,542,766 | 9 | March 24, 2021 |
| October 2022 | $1,017,777,680 | 9 | June 22, 2022 |
| October 2023 | $1,061,409,432 | 11 | September 22, 2023 |
| October 2024 | $1,223,913,676 | 11 | August 23, 2024 |
| October 2025 | $1,450,816,126 | 13 | March 20, 2025 |
| October 2026 | $1,737,910,247 | 12 | April 30, 2026 |

Regulatory assets under management: $873,542,766 in the October 2021 data and $1,737,910,247 in the October 2026 data, up 99%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,450,816,126 to $1,737,910,247 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Wealth Advisors, LLC (CRD 282609): Form ADV filing data as of October 2026.