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| Meridian Wealth Advisors LLC
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|---|---|
| CRD # | 282609 |
| SEC # | 801-107344 |
| CIK # | 0001768095 |
| AUM | 1,737.9 M (2026-04-30) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-717-5580 |
| Address | 3600 North Capital of Texas Highway Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 51.6 | ||
| Apple Inc | 23.7 | ||
| Microsoft Corp | 21.1 | ||
| J P Morgan Chase & Co | 15.3 | ||
| Alphabet Inc | 15.0 | ||
| Nvidia Corp | 14.7 | ||
| New Atlas HoldCo Inc | 12.5 | ||
| Amazon Com Inc | 11.5 | ||
| Costco Wholesale Corp /NEW | 10.3 | ||
| Eaton Corp Ltd | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 30.8 |
| (b) Individuals (high net worth individuals) | 237 | 1,638.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 8 | 60.1 |
| (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 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,539 | 1,737.9 |
| By Discretionary | ||
| Discretionary | 1,518 | 1,724.2 |
| Non-Discretionary | 21 | 13.7 |
| Total | 1,539 | 1,737.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.7 | |
| United States Persons | 1,729.2 | |
| Total | 1,539 | 1,737.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001768095] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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