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Building 2MERIDIAN WEALTH ADVISORS, LLC

Map pinAUSTIN, TX
Phone512-717-5580
NotebookSEC #801-107344
Total AUM
$1.7B
Employees
12
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 NORTH CAPITAL OF TEXAS HIGHWAY
BUILDING B, SUITE 150
AUSTIN
TX 78746
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
512-717-5580

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,539
Discretionary
$1.7B
Accounts
1,518
Non-Discretionary
$13.7M
Accounts
21

ContactClients

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Individual Clients
91
AUM
$30.8M
HNW Individual Clients
237
AUM
$1.6B
Charitable Organization Clients
8
AUM
$60.1M
Corporation or Business Clients
1
AUM
$8.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMTNMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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