Meridian Wealth Partners, LLC
East Norriton, PA·SEC-registered · CRD #287768
Meridian Wealth Partners, LLC is an SEC-registered investment advisory firm in East Norriton, PA managing $1.4B across 2.1k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
2.1k
Advisory staff
11
Fee model
Fee-based
How Meridian Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MERIDIAN WEALTH PARTNERS, LLC
See how Meridian compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Meridian Wealth Partners, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Meridian Wealth Partners, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Meridian Wealth Partners, LLC
How much does Meridian Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Meridian Wealth Partners, LLC reports $1.4B in regulatory assets under management across roughly 2.1k client accounts.
How does Meridian Wealth Partners, LLC charge?
Meridian Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Meridian Wealth Partners, LLC a fiduciary?
Yes. Meridian Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #287768), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Meridian Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Meridian Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in East Norriton, PA
Profile compiled from Meridian Wealth Partners, LLC's public SEC Form ADV filing (CRD #287768, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Meridian Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Meridian Wealth Partners, LLC? Claim this profile.