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Meridian Wealth Advisors, LLC

● SEC registered since 2016CRD 282609SEC# 801-107344Austin, TX
Export (members)
Reg. AUM
$1.45B
Employees
13
Accounts
1,440
Location
Austin, TX

Meridian Wealth Advisors, LLC assets under management

Meridian Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2016. It reports $1.5 billion in regulatory assets under management and employs 13 people.

Meridian Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Crn Management, LLC ControlMember25-50%2019
Joshua L Galatzan ControlChief Executive Officer/Managing Partner/Managing Member/Chief Compliance Officer25-50%2015
Kerwin Randolph Price ControlManaging Partner/ Member10-25%2018
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Frequently asked questions

How much does Meridian Wealth Advisors, LLC manage?

Meridian Wealth Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Meridian Wealth Advisors, LLC have?

Meridian Wealth Advisors, LLC reports 13 employees.

Where is Meridian Wealth Advisors, LLC located?

Meridian Wealth Advisors, LLC is based in Austin, TX and has been SEC-registered since 2016.

Does Meridian Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746
Phone512-717-5580
Fax512-857-0559
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1768095
Discloses disciplinary historyNo

Assets under management

Discretionary$1.44B
Non-discretionary$12.8M
Total (RAUM)$1.45B