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Building 2MERIDIAN WEALTH PARTNERS, LLC

Map pinEAST NORRITON, PA
Phone610-272-4700
NotebookSEC #801-110067
Total AUM
$1.4B
Employees
13
Clients
810

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EAST GERMANTOWN PIKE
STE 201
EAST NORRITON
PA 19401
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
610-272-4700
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,105
Discretionary
$1.3B
Accounts
2,081
Non-Discretionary
$22.2M
Accounts
24

ContactClients

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Individual Clients
405
AUM
$78.6M
HNW Individual Clients
302
AUM
$847.3M
Pension/Profit Sharing Plan Clients
88
AUM
$416.6M
Charitable Organization Clients
6
AUM
$4.3M
Corporation or Business Clients
9
AUM
$22.2M

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
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOCTDEFLGAMAMDNCNJNYPASCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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