Meridian Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Meridian Wealth Partners reports 810 clients. They include 405 individual clients, 302 high-net-worth individuals, and 88 pension and profit-sharing plans. Of its assets, 98.4% ($1.35B across 2,081 accounts) are managed with discretion; $22.2M across 24 accounts are not. A wrap fee program the firm both sponsors and manages holds $851M. It advised 85 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 6% |
| High-net-worth individuals | 37% | 62% |
| Pension and profit-sharing plans | 11% | 30% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 405 | $78.6M | 5.7% | $194K |
| High-net-worth individuals | 302 | $847M | 61.9% | $2.81M |
| Pension and profit-sharing plans | 88 | $417M | 30.4% | $4.73M |
| Charitable organizations | 6 | $4.27M | 0.3% | $711K |
| Corporations and other businesses | 9 | $22.2M | 1.6% | $2.47M |
| Total | 810 | $1.37B | 100% | $1.69M |
- Clients
- 405
- Regulatory AUM
- $78.6M
- AUM share
- 5.7%
- Avg. per client
- $194K
- Clients
- 302
- Regulatory AUM
- $847M
- AUM share
- 61.9%
- Avg. per client
- $2.81M
- Clients
- 88
- Regulatory AUM
- $417M
- AUM share
- 30.4%
- Avg. per client
- $4.73M
- Clients
- 6
- Regulatory AUM
- $4.27M
- AUM share
- 0.3%
- Avg. per client
- $711K
- Clients
- 9
- Regulatory AUM
- $22.2M
- AUM share
- 1.6%
- Avg. per client
- $2.47M
Total
- Clients
- 810
- Regulatory AUM
- $1.37B
- AUM share
- 100%
- Avg. per client
- $1.69M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 85
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Meridian Wealth Partners charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged an annual fee of $500 to $10,000, which may be negotiable, and is payable when deliverables are complete.
Meridian Bank owns 75% or more of Meridian Wealth Partners. The leadership team of Meridian Wealth Partners includes President David Campbell, Chief Investment Officer Kenneth Ambrogi and Chief Compliance Officer Brian Kohute. It has 13 employees, 11 of them in advisory roles.
Leadership
- David CampbellSenior Vice President, Strategic Initiatives
- Brian KohuteManaging Director (Officer)/Chief Compliance Officer
- Kenneth AmbrogiChief Investment Officer
- Christopher AnnasManager (Board)
- Daniel GarrowayManager (Board)
- Daniel SchollManaging Director
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Kenneth Charles Ambrogi
- David Martin Campbell
- Catherine Delany
- Peter James Derby
- Brian Timothy Kohute
- Daniel J McCusker JR.
- Anthony Michael Perhacs
- Marlon Isaac Rose
- William Robert Tatlonghari
- Heather Tracey
Staff
- 13 employees
- 11 in advisory functions
- 11 state-registered reps
- 2 insurance agents
- 5 soliciting firms
- Owns 75% or more of Meridian Wealth Partners, LLC
Meridian Bank
Control person · since January 2017
Meridian Wealth Partners’ regulatory assets grew 1.6× from $831M (May 2021) to $1.37B (July 2026); clients rose from 616 to 810 and employees from 12 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.37B | 810 | 13 | 3 |
| April 2025 | $1.26B | 784 | 12 | 2 |
| February 2024 | $1.12B | 756 | 11 | 2 |
| June 2023 | $906M | 721 | 11 | 1 |
| June 2022 | $985M | 669 | 11 | 1 |
| May 2021 | $831M | 616 | 12 | 1 |
Besides its headquarters, Meridian Wealth Partners has 2 offices, with 3 listed addresses in Pennsylvania.
Pennsylvania · 3 listed addresses
- 301 East Germantown Pike, Ste 201, East NorritonHQ
- 9 Old Lincoln Highway, Malvern
- 368 Eagleview BLVD, Exton
Contact and registration details
- Legal name
- Meridian Wealth Partners, LLC
- Headquarters
- 301 East Germantown Pike, Ste 201, East Norriton, PA 19401
- Website
- meridianwealthpartners.com
- Phone
- 610-272-4700
- @meridianwealthpartners
- SEC file
- 801-110067
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Meridian Wealth Partners uses Charles Schwab ($1.03B, 85%) and Empower ($186M, 15%) as custodians for its separately managed accounts. Meridian Wealth Partners has custody of $302M in client assets for 349 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.03B85%
- EmpowerEmpower Trust Company, LLC · Greenwood Village, CO · $186M15%
At year end, Meridian Wealth Partners’ separately managed accounts were mostly in stocks (57%) and funds (35%).
What the accounts hold
- Stocks57%
- Funds35%
- Bonds6%
- State and local bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Meridian Wealth Partners have?
Meridian Wealth Partners has 810 clients and manages $1.37 billion for them, as of July 2026. They include 405 individual clients, 302 high-net-worth individuals, and 88 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Meridian Wealth Partners offer?
Meridian Wealth Partners 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 Partners charge?
Meridian Wealth Partners charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Meridian Wealth Partners use?
Meridian Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.03B and Empower Trust Company, LLC (Greenwood Village, CO), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Meridian Wealth Partners have?
Meridian Wealth Partners has 11 investment adviser representatives registered with state securities authorities, out of 13 employees, and 11 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 Partners invest in?
At the end of its last fiscal year, Meridian Wealth Partners’ separately managed accounts held 57% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate 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 Partners?
Meridian Wealth Partners’ direct owner is Meridian Bank (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Meridian Wealth Partners get paid?
Meridian Wealth Partners 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
How do I contact Meridian Wealth Partners?
Meridian Wealth Partners’ main office is at 301 East Germantown Pike, Ste 201, East Norriton, PA 19401. Its phone number is 610-272-4700. Its website is meridianwealthpartners.com.