|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Wealth Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001768095 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 34.0 | ||
| Exxon Mobil Corp | 33.1 | ||
| New Atlas HoldCo Inc | 33.1 | ||
| Microsoft Corp | 28.1 | ||
| Apple Inc | 20.0 | ||
| J P Morgan Chase & Co | 16.7 | ||
| Nvidia Corp | 13.0 | ||
| Amazon Com Inc | 12.0 | ||
| Alphabet Inc | 11.0 | ||
| Costco Wholesale Corp /NEW | 10.8 | ||
| Eaton Corp Ltd | 9.6 | ||
| VISA Inc | 9.6 | ||
| Facebook Inc | 7.1 | ||
| O Reilly Automotive Inc | 6.6 | ||
| McGraw-hill Companies Inc | 6.3 | ||
| Home Depot Inc | 6.3 | ||
| Wal Mart Stores Inc | 6.2 | ||
| Broadcom Inc | 5.9 | ||
| Union Pacific Corp | 5.7 | ||
| Salesforce Com Inc | 5.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Turloff Financial Consulting Inc
✚
|
0.1 | |
|
Vannoy Advisory Group Inc
✚
|
TX | 0.1 |
|
South Cove Financial LLC
✚
|
0.1 | |
|
Financial Planning Services Inc
✚
|
FL | 0.1 |
|
Las Marias Consulting LLC
✚
|
0.1 | |
|
Timmons Wealth Management LLC
✚
|
MA | 0.1 |
|
Trinity Capital Management LLC
✚
|
CA | 0.1 |
|
Ventana Private Wealth LLC
✚
|
CO | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 | |
|
Portfolio Management LLC
✚
|
TX | 0.1 |