Meridian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Meridian Wealth Advisors reports 336 clients. They include 237 high-net-worth individuals, 91 individual clients and 8 charitable organizations. Of its assets, 99.2% ($1.72B across 1,518 accounts) are managed with discretion; $13.7M across 21 accounts are not. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 2% |
| High-net-worth individuals | 71% | 94% |
| Charitable organizations | 2% | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 91 | $30.8M | 1.8% | $338K |
| High-net-worth individuals | 237 | $1.64B | 94.3% | $6.91M |
| Charitable organizations | 8 | $60.1M | 3.5% | $7.52M |
| Corporations and other businesses | Fewer than 5 | $8.67M | 0.5% | — |
| Total | 336 | $1.74B | 100% | — |
- Clients
- 91
- Regulatory AUM
- $30.8M
- AUM share
- 1.8%
- Avg. per client
- $338K
- Clients
- 237
- Regulatory AUM
- $1.64B
- AUM share
- 94.3%
- Avg. per client
- $6.91M
- Clients
- 8
- Regulatory AUM
- $60.1M
- AUM share
- 3.5%
- Avg. per client
- $7.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.67M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 336
- Regulatory AUM
- $1.74B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Meridian Wealth Advisors charges 0.55%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- A fixed fee that generally ranges from $25,000 to $100,000, and can rise to $150,000 or more for some high net worth clients; the fee is negotiable.
- Financial Planning Services
- A fixed fee that generally ranges from $5,000 to $25,000, and can rise to $100,000 or more for some high net worth clients; the fee is negotiable.
- Pension Consulting Services
- An annualized fee on assets, scaled from 1.00% on the first $500,000 down to 0.30% up to $10,000,000; negotiable above $10,000,000.
- Private Placement Consulting Services
- Charged at an annual rate of up to 1.00%, payable quarterly in advance on the previous quarter-end value of the assets invested.
Joshua Galatzan owns 25% to 50% of Meridian Wealth Advisors. Joshua Galatzan is CEO; the leadership team includes Chief Compliance Officer Deanna Gale. It has 12 employees, 9 of them in advisory roles.
Leadership
- Joshua GalatzanChief Executive
- Deanna GaleChief Compliance Officer and Director of Operations
- Meagan MollManaging Partner/ Member
- Kerwin PriceManaging Partner/ Member
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Sophie G Brooks-Ames
- Edward Scott Budd
- Angela Michele Cruz
- Joshua L Galatzan
- Jacqueline Waterland Gordon
- Meagan Kenny Moll
- Brian Noonan
- Alexander Thomas Price
- Kerwin Randolph Price III
Staff
- 12 employees
- 9 in advisory functions
- 9 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Meridian Wealth Advisors, LLC
Joshua Galatzan
Control person · since December 2015
- Owns 25% to 50% of Meridian Wealth Advisors, LLC
CRN Management, LLC
Control person · since June 2019
- Owns 75% or more of CRN Management, LLC
Brian Noonan
Control person · since June 2019
- Owns 10% to 25% of Meridian Wealth Advisors, LLC
Meagan Moll
Control person · since December 2015
- Owns 5% to 10% of Meridian Wealth Advisors, LLC
Kerwin Price
Control person · since January 2018
Meridian Wealth Advisors’ regulatory assets grew 2.0× from $874M (March 2021) to $1.74B (April 2026); clients rose from 269 to 336 and employees from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.74B | 336 | 12 | 1 |
| March 2025 | $1.45B | 318 | 13 | 1 |
| March 2024 | $1.22B | 320 | 11 | 1 |
| May 2023 | $1.06B | 308 | 11 | 1 |
| June 2022 | $1.02B | 279 | 9 | 1 |
| March 2021 | $874M | 269 | 9 | 1 |
Besides its headquarters, Meridian Wealth Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 3600 North Capital of Texas Highway, Building B, Suite 150, AustinHQ
Contact and registration details
- Legal name
- Meridian Wealth Advisors, LLC
- Headquarters
- 3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746
- Website
- meridianadvisors.com
- Phone
- 512-717-5580
- @meridian-wealth-advisors-llc
- SEC file
- 801-107344
- Structure
- Texas LLC
- Fiscal year end
- December
Meridian Wealth Advisors uses Fidelity ($882M, 61%) and Raymond James ($568M, 39%) as custodians for its separately managed accounts. Meridian Wealth Advisors has custody of $483M in client assets for 81 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $568M39%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $882M61%
At year end, Meridian Wealth Advisors’ separately managed accounts were mostly in funds (50%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $880M across 211 positions; the largest are iShares TR (10.8%), iShares Gold TR (5.5%) and Exxon Mobil Corp. (5.0%).
What the accounts hold
- Stocks24%
- Funds50%
- Registered funds34%
- Pooled vehicles16%
- Bonds14%
- U.S. government and agency bonds8%
- State and local bonds6%
- Cash12%
Reported 13F holdings
- $880M
- Reported 13F value
- 211
- Positions
- 40.4%
- In the 10 largest
- +16.3%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF10.8%
- iShares Gold TR · iShares New5.5%
- Exxon Mobil Corp.5.0%
- Vanguard Index Fds · Mid Cap ETF3.2%
- Apple Inc.3.1%
- iShares TR · MSCI USA Min ETF2.8%
- State Str SPDR S&P 500 ETF T · TR Unit2.7%
- Capital Group Dividend Value · Shs Creat Unit2.7%
- Microsoft Corp.2.5%
- Alphabet Inc. · Cap Stk CL A2.1%
Together, the ten largest are 40.4% of reported value.
How many clients does Meridian Wealth Advisors have?
Meridian Wealth Advisors has 336 clients and manages $1.74 billion for them, as of April 2026. They include 237 high-net-worth individuals, 91 individual clients and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Meridian Wealth Advisors offer?
Meridian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Meridian Wealth Advisors charge?
Meridian Wealth Advisors charges 0.55%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: FORM ADV 2A, filed 31 March 2026
Which custodians does Meridian Wealth Advisors use?
Meridian Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $882M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $568M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Meridian Wealth Advisors have?
Meridian Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meridian Wealth Advisors invest in?
At the end of its last fiscal year, Meridian Wealth Advisors’ separately managed accounts held 34% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 16% pooled vehicles (private funds and similar), 12% cash and equivalents, 8% U.S. government and agency bonds and 6% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meridian Wealth Advisors?
Meridian Wealth Advisors is owned through a holding company by Brian Noonan. Its direct owners are Meagan Moll, Joshua Galatzan, Kerwin Price and CRN Management, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Meridian Wealth Advisors get paid?
Meridian Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Meridian Wealth Advisors registered with the SEC?
Yes, Meridian Wealth Advisors has been registered with the SEC as an investment adviser since 4 March 2016. Its CRD number is 282609 and its SEC file number is 801-107344.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Meridian Wealth Advisors?
Meridian Wealth Advisors’ main office is at 3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746. Its phone number is 512-717-5580. Its website is meridianadvisors.com.