Meridian Financial Partners LLC

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Assets, Funds, Holdings

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Meridian Financial Partners LLC
CRD #281969
SEC #801-107287
CIK #0001763722
AUM $400.8 MM (2024-06-11)
Employees 6 (67% Investors, 0% Brokers)
Phone540-878-5416
Address39 South 4th Street
Warrenton, VA 20186
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 0.0
VABK 161.7 0.0
XOM 385,508.3 0.0
GOOGL 1,475,138.5 0.0
NVDA 399,550.0 0.0
V 419,260.5 0.0
CVX 294,604.1 0.0
JPM 340,169.2 0.0
PG 338,108.9 0.0
CRWD 40,424.6 0.0
View All
Holdings by Sector ($MM)
15012090603002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 248 40.0
(b) Individuals (high net worth individuals) 238 341.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.3
(h) Charitable organizations 11 18.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 1,227 400.8
By Discretionary
Discretionary 1,222 400.5
Non-Discretionary 5 0.3
Total 1,227 400.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 400.8
Total 1,227 400.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001763722]
Comparable Firms State AUM ($BB)
Aviso Wealth Management
WA 0.4
Yarger Wealth Strategies LLC
OH 0.4
Auctus Advisors LLC
NC 0.4
Kolinsky Wealth Management LLC
NJ 0.4
Shorehaven Wealth Partners LLC
NJ 0.4
Symmetry Capital Advisors LLC
TX 0.4
Tempus Wealth Planning LLC
CA 0.4
Kraft Asset Management LLC
TN 0.4
Oakstreet Wealth Management Inc
TX 0.4
Klosters Capital LLC
FL 0.4
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