{"url":"https://nivawealth.com/firms/meridian-wealth-partners-287768","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287768","regulatoryAum":1368978981,"crd":"287768","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6515092","suffix":null,"lastName":"AMBROGI","firstName":"KENNETH","middleName":"Charles"},{"crd":"2272099","suffix":null,"lastName":"CAMPBELL","firstName":"DAVID","middleName":"MARTIN"},{"crd":"8176554","suffix":null,"lastName":"Delany","firstName":"Catherine","middleName":null},{"crd":"7234747","suffix":null,"lastName":"Derby","firstName":"Peter","middleName":"James"},{"crd":"4163553","suffix":null,"lastName":"KOHUTE","firstName":"BRIAN","middleName":"TIMOTHY"},{"crd":"3261229","suffix":"JR.","lastName":"MCCUSKER","firstName":"DANIEL","middleName":"J"},{"crd":"7259393","suffix":null,"lastName":"PERHACS","firstName":"ANTHONY","middleName":"MICHAEL"},{"crd":"8095618","suffix":null,"lastName":"Rose","firstName":"Marlon","middleName":"Isaac"},{"crd":"7908467","suffix":null,"lastName":"Tatlonghari","firstName":"William","middleName":"Robert"},{"crd":"4584506","suffix":null,"lastName":"TRACEY","firstName":"HEATHER","middleName":null}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-21","regulatoryAum":830917329,"clients":616,"employees":12,"offices":1},{"filedOn":"2022-06-13","regulatoryAum":984864510,"clients":669,"employees":11,"offices":1},{"filedOn":"2023-06-12","regulatoryAum":905574005,"clients":721,"employees":11,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":1118721297,"clients":756,"employees":11,"offices":2},{"filedOn":"2025-04-28","regulatoryAum":1255735728,"clients":784,"employees":12,"offices":2},{"filedOn":"2026-07-01","regulatoryAum":1368978981,"clients":810,"employees":13,"offices":3}],"secFileNumber":"801-110067","legalName":"Meridian 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meridian Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Meridian Wealth Partners charge?","answer":"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.","source":"MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meridian Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meridian Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meridian Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meridian Wealth Partners?","answer":"Meridian Wealth Partners’ direct owner is Meridian Bank (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meridian Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Meridian Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}