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
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.
Latest 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
* 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.