Key facts
- MERIDIAN WEALTH ADVISORS, LLC is a other based in AUSTIN, TX.
- MERIDIAN WEALTH ADVISORS, LLC reports $8.7M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 282609- Regulatory AUM
- $8.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- AUSTIN, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MERIDIAN WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MERIDIAN WEALTH ADVISORS, LLC's AUM?
- MERIDIAN WEALTH ADVISORS, LLC manages approximately $8.7M in assets.