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| Meridian Wealth Partners LLC
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|---|---|
| CRD # | 287768 |
| SEC # | 801-110067 |
| CIK # | 0001781942 |
| AUM | 1,369.0 M (2026-04-30) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 610-272-4700 |
| Address | 301 East Germantown Pike East Norriton, PA 19401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.5 | ||
| PPG Industries Inc | 8.5 | ||
| Nvidia Corp | 3.7 | ||
| Microsoft Corp | 2.7 | ||
| Home Depot Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 78.6 |
| (b) Individuals (high net worth individuals) | 302 | 847.3 |
| (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 | 88 | 416.6 |
| (h) Charitable organizations | 6 | 4.3 |
| (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 | 9 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,105 | 1,369.0 |
| By Discretionary | ||
| Discretionary | 2,081 | 1,346.7 |
| Non-Discretionary | 24 | 22.2 |
| Total | 2,105 | 1,369.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,369.0 | |
| Total | 2,105 | 1,369.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001781942] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 85 |
| Serves | Institutional, Retail |
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|---|---|---|
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