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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Wealth Advisors LLC
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|---|---|
| CRD # | 140991 |
| SEC # | 801-127570 |
| CIK # | 0001768095 |
| AUM | $144.9 M (2025-05-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 505-828-2220 |
| Address | 9400 Holly Ave NE Albuquerque, NM 87122-2969 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 34.0 | ||
| Exxon Mobil Corp | 33.1 | ||
| New Atlas HoldCo Inc | 33.1 | ||
| Microsoft Corp | 28.1 | ||
| Apple Inc | 20.0 | ||
| J P Morgan Chase & Co | 16.7 | ||
| Nvidia Corp | 13.0 | ||
| Amazon Com Inc | 12.0 | ||
| Alphabet Inc | 11.0 | ||
| Costco Wholesale Corp /NEW | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 9.8 |
| (b) Individuals (high net worth individuals) | 48 | 134.8 |
| (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 | 0 | 0.0 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 144.9 |
| By Discretionary | ||
| Discretionary | 45 | 13.5 |
| Non-Discretionary | 212 | 131.4 |
| Total | 257 | 144.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.9 | |
| Total | 257 | 144.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001768095] |
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