← Tributary

MERIDIAN WEALTH PARTNERS, LLC

EAST NORRITON, PA · CRD 287768 · IAPD ↗ · 610-272-4700

$1.37BRegulatory AUM
11Advisory reps
13Employees
85Clients
251-500Planning clients
0Private funds
18States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — MERIDIAN WEALTH PARTNERS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — MERIDIAN WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — MERIDIAN WEALTH PARTNERS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
January 2026 — MERIDIAN WEALTH PARTNERS, LLC moved its main office from EXTON, PA to EAST NORRITON, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2025 — MERIDIAN WEALTH PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
December 2024 — MERIDIAN WEALTH PARTNERS, LLC moved its main office from BLUE BELL, PA to EXTON, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
March 2024 — MERIDIAN WEALTH PARTNERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2024 — MERIDIAN WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — MERIDIAN WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($905.6M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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