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| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Wealth Partners LLC
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| CRD # | 287768 |
| SEC # | 801-110067 |
| CIK # | 0001781942 |
| AUM | $1.3 B (2025-04-28) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 610-272-4700 |
| Address | 367 Eagleview Boulevard Exton, PA 19341 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PPG Industries Inc | 14.6 | ||
| Apple Inc | 8.2 | ||
| Nvidia Corp | 4.4 | ||
| Microsoft Corp | 3.9 | ||
| Home Depot Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 86.5 |
| (b) Individuals (high net worth individuals) | 283 | 797.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 9.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 78 | 348.3 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,259 | 1,255.7 |
| By Discretionary | ||
| Discretionary | 2,106 | 1,224.1 |
| Non-Discretionary | 153 | 31.6 |
| Total | 2,259 | 1,255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,255.7 | |
| Total | 2,259 | 1,255.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001781942] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Penn Davis McFarland Inc
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TX | 1.3 |
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True Private Wealth Advisors LLC
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OR | 1.3 |
|
Fiduciary Services LLC
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ID | 1.3 |
|
Tanager Wealth Management LLP
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1.3 | |
|
River Wealth Advisors LLC
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PA | 1.3 |
|
Ironsides Asset Advisors LLC
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|
NC | 1.3 |
|
Legacy Financial Advisors Inc
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|
KY | 1.3 |
|
Next Century Growth Investors LLC
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|
MN | 1.3 |
|
Gateway Wealth Partners LLC
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|
WI | 1.2 |