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Firm profile

Meridian Wealth Partners, LLC

EAST NORRITON, PACRD 287768Latest ADV April 30, 2026

Meridian Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Norriton, PA. Its latest Form ADV filing, dated April 30, 2026, reports $1.4B in regulatory assets under management, 13 employees, 2 offices, and 2,105 accounts.

Assets Under Management
$1.4B
Employees
13
Offices
2 offices
Total Clients
810
Primary office
EAST NORRITON, PA
301 EAST GERMANTOWN PIKE, STE 201, EAST NORRITON, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid M. Campbell
CCOBrian T. Kohute
CIOKenneth C. Ambrogi

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
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
405
2
HNWI
37.3%
302
3
Pension Plans
10.9%
88
4
Corporations
1.1%
9
5
Charitable
0.7%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of April 30, 2026
Discretionary98.4%
$1.3B
98% of total RAUM98.4%
Non-discretionary1.6%
$22M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$1.4B
Total Accounts2,105
10Y AUM Change+$1.4B

Employee Growth by Quarter

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

Total Employees13
Clients per Employee62:1
10Y Employee Change+13

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.

* 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.