{
  "crd_number": 287768,
  "slug": "meridian-wealth-partners-llc-east-norriton-pa-287768",
  "primary_business_name": "MERIDIAN WEALTH PARTNERS, LLC",
  "legal_name": "MERIDIAN WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "East Norriton",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-20",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 1368978981.0,
  "raum_discretionary": 1346731773.0,
  "raum_non_discretionary": 22247208.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4266409.0,
      "count": 6
    },
    "individuals": {
      "raum": 78550909.0,
      "count": 405
    },
    "pension_profit_sharing": {
      "raum": 416643364.0,
      "count": 88
    },
    "high_net_worth_individuals": {
      "raum": 847291052.0,
      "count": 302
    },
    "corporations_other_businesses": {
      "raum": 22227247.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://instagram.com/meridianwealthpartners",
    "https://linkedin.com/company/meridianwealthpartners",
    "https://meridianwealthpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287768",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "EAST NORRITON",
  "url": "https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768",
  "display_name": "Meridian Wealth Partners, LLC",
  "summary": "Meridian Wealth Partners, LLC is an SEC-registered investment advisory firm in East Norriton, PA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Meridian Wealth Partners, LLC (CRD 287768): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Meridian Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meridian Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Meridian Wealth Partners, LLC located?",
      "a": "Meridian Wealth Partners, LLC's principal office is in East Norriton, PA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Meridian Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Meridian Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287768."
    },
    {
      "q": "How much does Meridian Wealth Partners, LLC manage?",
      "a": "Meridian Wealth Partners, LLC reports $1,368,978,981 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (98% discretionary)."
    },
    {
      "q": "How have Meridian Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meridian Wealth Partners, LLC: Regulatory assets under management: $830,917,329 in the October 2021 data and $1,368,978,981 in the October 2026 data, up 65%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meridian Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (405); high net worth individuals (302); pension and profit sharing plans (but not the plan participants or government pension plans) (88)."
    },
    {
      "q": "Which custodians does Meridian Wealth Partners, LLC use?",
      "a": "Meridian Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meridian Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287768"
    },
    {
      "q": "Does Meridian Wealth Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 29, 2026 says: \"Meridian Wealth generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Meridian Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 830917329.0,
      "total_employees": 12,
      "filing_date": "2021-05-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 984864510.0,
      "total_employees": 11,
      "filing_date": "2022-06-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 905574005.0,
      "total_employees": 11,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1118721297.0,
      "total_employees": 11,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1255735728.0,
      "total_employees": 12,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1368978981.0,
      "total_employees": 13,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 11.",
        "Added an office in Exton, PA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Meridian Wealth generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Meridian Wealth generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower",
      "name_as_filed": "EMPOWER",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 405,
      "fewer_than_5": false,
      "raum": 78550909.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 302,
      "fewer_than_5": false,
      "raum": 847291052.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 88,
      "fewer_than_5": false,
      "raum": 416643364.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 4266409.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 22227247.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287768",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}