Data / Investment advisers / Pennsylvania / Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC, East Norriton, PA: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Meridian Wealth Partners, LLC is an SEC registered investment adviser with its main office in East Norriton, Pennsylvania and reports $1.4 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 287768
- SEC file number
- 801-110067
- SEC status
- Approved, effective March 20, 2017
- Main office
- 301 East Germantown Pike Ste 201, East Norriton, PA 19401
- Phone
- (610) 272-4700
- Regulatory AUM
- $1,368,978,981 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $1,346,731,773
- Non discretionary AUM
- $22,247,208
- Accounts
- 2,105
- Employees
- 13, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 302 | $847.3 million |
| Pension and profit sharing plans | 88 | $416.6 million |
| Individuals (other than high net worth individuals) | 405 | $78.6 million |
| Corporations or other businesses | 9 | $22.2 million |
| Charitable organizations | 6 | $4.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.37 billion | March 30, 2026 |
| December 1, 2025 | $1.26 billion | April 28, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Electra Capital | Conshohocken | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Northeast Financial Group, Inc. | Allentown | $1.44 billion | 4 | adviserinfo.sec.gov |
| Trustmont Advisory Group, Inc. | Greensburg | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Ironview Capital Management, LLC | Conshohocken | $1.39 billion | 1 | adviserinfo.sec.gov |
| Morgan Properties Special Situations II LLC | Conshohocken | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 3 | adviserinfo.sec.gov |
| 1315 Capital | Philadelphia | $1.35 billion | 11 | adviserinfo.sec.gov |
| Hunter Associates LLC | Pittsburgh | $1.34 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Meridian Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.