Firm profile

Meridian Wealth Advisors, LLC

AUSTIN, TXCRD 282609Registration Status: ApprovedEffective since March 4, 2016SEC # 801-107344Latest ADV April 30, 2026

Meridian Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 30, 2026, reports $1.7B in regulatory assets under management, 12 employees, 1 office, and 1,539 accounts.

Assets Under Management
$1.7B
Employees
12
Offices
1 office
Total Clients
336

Associated firm names

2 names listed
  • JLG GROUP, LLC
  • MERIDIAN WEALTH ADVISORS, LLC

Leadership

2 roles identified
CEOJoshua L. Galatzan
CCODeanna L. Gale

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

AUSTIN, Texas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Texas

AUSTINPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.7Bas of April 30, 2026
Discretionary99.2%
$1.7B
99% of total RAUM99.2%
Non-discretionary0.8%
$14M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 70.5% of total clients.
Top client categories% of clientsClients
1
HNWI
70.5%
237
2
Individuals
27.1%
91
3
Charitable
2.4%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.7B
Total Accounts1,539
10Y AUM Change+$1.6B (+1206.7%)

Private Funds

Private funds reported by Meridian Wealth Advisors, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee28:1
10Y Employee Change+9 (+300.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JOSHUA L GALATZANDirect owner · Schedule AInterest in MERIDIAN WEALTH ADVISORS, LLC
25% to < 50%
CRN MANAGEMENT, LLCDirect owner · Schedule AInterest in MERIDIAN WEALTH ADVISORS, LLC
25% to < 50%
MEAGAN KENNY MOLLDirect owner · Schedule AInterest in MERIDIAN WEALTH ADVISORS, LLC
10% to < 25%
KERWIN RANDOLPH PRICEDirect owner · Schedule AInterest in MERIDIAN WEALTH ADVISORS, LLC
5% to < 10%
BRIAN NOONANIndirect owner · Schedule BInterest in CRN MANAGEMENT, LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Meridian Wealth Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-04-30 · Schedules A and B

6 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JOSHUA L GALATZANCHIEF EXECUTIVE OFFICER/MANAGING PARTNER/MANAGING MEMBERIndividualMERIDIAN WEALTH ADVISORS, LLC25% to less than 50%Code CYesCHIEF EXECUTIVE OFFICER/MANAGING PARTNER/MANAGING MEMBER12/2015Schedule APDF page 18
2MEAGAN KENNY MOLLMANAGING PARTNER/ MEMBERIndividualMERIDIAN WEALTH ADVISORS, LLC10% to less than 25%Code BYesMANAGING PARTNER/ MEMBER12/2015Schedule APDF page 19
3KERWIN RANDOLPH PRICEMANAGING PARTNER/ MEMBERIndividualMERIDIAN WEALTH ADVISORS, LLC5% to less than 10%Code AYesMANAGING PARTNER/ MEMBER01/2018Schedule APDF page 19
4CRN MANAGEMENT, LLCMEMBERDomestic entityMERIDIAN WEALTH ADVISORS, LLC25% to less than 50%Code CYesMEMBER06/2019Schedule APDF page 19
5DEANNA LASCHELL GALECHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONSIndividualMERIDIAN WEALTH ADVISORS, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS03/2026Schedule APDF page 19
6BRIAN NOONANPARTNERIndividualCRN MANAGEMENT, LLC75% or moreCode EYesPARTNER06/2019Schedule BPDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/30/2026 12:55:21 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.