| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Timothy Kohute Control | Managing Director (officer)/Chief Compliance Officer | Under 5% | 2017 |
| Charles Douglas Kochka Control | Manager (board) | Under 5% | 2017 |
| Christopher James Annas Control | Manager (board) | Under 5% | 2017 |
Meridian Wealth Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Meridian Wealth Partners, LLC reports 12 employees.
Meridian Wealth Partners, LLC is based in Exton, PA and has been SEC-registered since 2017.
Meridian Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 367 Eagleview Boulevard, Ste 202, Exton, PA 19341 |
| Phone | 610-272-4700 |
| Fax | 610-272-6785 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1781942 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.22B |
| Non-discretionary | $31.6M |
| Total (RAUM) | $1.26B |