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MERIDIAN WEALTH ADVISORS, LLC

ALBUQUERQUE, NM · CRD 140991 · IAPD ↗ · wealthtender.com · (505) 828-2220

$156.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — MERIDIAN WEALTH ADVISORS, LLC (ALBUQUERQUE, NM) left the SEC roster (was $156.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
March 2025 — MERIDIAN WEALTH ADVISORS, LLC reported RAUM up 33% ($108.8M -> $144.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
August 2024 — MERIDIAN WEALTH ADVISORS, LLC changed its website from napfa.org to wealthtender.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
April 2024 — MERIDIAN WEALTH ADVISORS, LLC changed its website from meridianwealthadvisors.com to napfa.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.