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MERIDIAN FINANCIAL PARTNERS LLC

WARRENTON, VA · CRD 281969 · IAPD ↗ · (540)-878-5416

$627.6MRegulatory AUM
6Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MERIDIAN FINANCIAL PARTNERS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — MERIDIAN FINANCIAL PARTNERS LLC notice-filed in CO, MA, NY, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — MERIDIAN FINANCIAL PARTNERS LLC now reports custody of client assets ($178.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — MERIDIAN FINANCIAL PARTNERS LLC crossed $500M in regulatory AUM ($400.8M -> $510.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — MERIDIAN FINANCIAL PARTNERS LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MERIDIAN FINANCIAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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