| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathaniel Scott Gilbert Control | Managing Partner, Co-Founder | 25-50% | 2015 |
| Sarah Glover Irving | Member | Under 5% | 2024 |
| Sarah Jean Yakel Control | Managing Partner, Co-Founder, Cco | Under 5% | 2015 |
Meridian Financial Partners LLC reports $510.8 million in regulatory assets under management on its Form ADV.
Meridian Financial Partners LLC reports 6 employees.
Meridian Financial Partners LLC is based in Warrenton, VA and has been SEC-registered since 2016.
Meridian Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 39 South 4th Street, Warrenton, VA 20186 |
| Phone | (540)-878-5416 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $508.8M |
| Non-discretionary | $2M |
| Total (RAUM) | $510.8M |