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| Meridian Wealth Advisors LLC
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|---|---|
| CRD # | 282609 |
| SEC # | 801-107344 |
| CIK # | 0001768095 |
| AUM | $1.2 BB (2024-08-23) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 512-717-5580 |
| Address | 3600 North Capital of Texas Highway Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AESI | 53.4 | ||
| XOM | 385,508.3 | 36.4 | |
| MSFT | 1,918,222.4 | 23.9 | |
| AAPL | 2,382,844.0 | 21.0 | |
| IAU | 17.6 | ||
| AMZN | 1,092,997.8 | 13.5 | |
| JPM | 340,169.2 | 11.4 | |
| GOOGL | 1,475,138.5 | 9.9 | |
| COST | 207,576.9 | 9.3 | |
| ETN | 51,598.7 | 8.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 25.6 |
| (b) Individuals (high net worth individuals) | 218 | 1,111.8 |
| (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 | 7 | 45.8 |
| (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 | 6 | 40.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,279 | 1,223.9 |
| By Discretionary | ||
| Discretionary | 1,253 | 1,211.0 |
| Non-Discretionary | 26 | 12.9 |
| Total | 1,279 | 1,223.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.0 | |
| United States Persons | 1,215.9 | |
| Total | 1,279 | 1,223.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001768095] |
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|---|---|---|
|
The Financial Advisory Group LLC
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|
TX | 1.2 |
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Nilsine Partners LLC
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CO | 1.2 |
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Nevastar Finance Ltd
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1.2 | |
|
Euro Pacific Asset Management LLC
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PR | 1.2 |
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Campbell Newman Asset Management Inc
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WI | 1.2 |
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Hottinger & Co Limited
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1.2 | |
|
Bigsur Wealth Management LLC
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FL | 1.2 |
|
Anderson Financial Partners Inc
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|
FL | 1.2 |
|
PER Stirling Capital Management LLC
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TX | 1.2 |
|
Sunesis Advisors LLC
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KS | 1.2 |