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MERIDIAN WEALTH ADVISORS, LLC

AUSTIN, TX · CRD 282609 · IAPD ↗ · 512-717-5580

$1.74BRegulatory AUM
9Advisory reps
12Employees
4Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2024 — MERIDIAN WEALTH ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — MERIDIAN WEALTH ADVISORS, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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