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Meridian Asset Management, LLC

● SEC registered since 2025CRD 154239SEC# 801-132834
Export (members)
Reg. AUM
$114.4M
Employees
2
Accounts
68
Location

Meridian Asset Management, LLC assets under management

Meridian Asset Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $114.4 million in regulatory assets under management and employs 2 people.

Meridian Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jay Matthew Harris ControlCo Managing Member And Cco50-75%2010
Scott Marshall Heess ControlCo Managing Member50-75%2010

Frequently asked questions

How much does Meridian Asset Management, LLC manage?

Meridian Asset Management, LLC reports $114.4 million in regulatory assets under management on its Form ADV.

How many employees does Meridian Asset Management, LLC have?

Meridian Asset Management, LLC reports 2 employees.

Does Meridian Asset Management, LLC disclose fund performance?

Meridian Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone610-866-2224
Fax610-866-2224
Office hours9 a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26M
Non-discretionary$88.4M
Total (RAUM)$114.4M