Company Overview
- Website
- meridianadvisors.com
- Phone
- (512) 717-5580
- Employees
- 13
- Founded in
- 2016
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Recent News & Media
Affiance Financial LLC Acquires 669 Shares of Apple Inc. (NASDAQ:AAPL)
- Mar 18, 2025
- defenseworld.net
McLean Asset Management Corp Acquires 122 Shares of Microsoft Co. (NASDAQ:MSFT)
- Mar 18, 2025
- defenseworld.net
14,394 Shares in Permian Resources Co. (NYSE:PR) Bought by Proficio Capital Partners LLC
- Mar 13, 2025
- defenseworld.net
QRG Capital Management Inc. Acquires 9,977 Shares of Plug Power Inc. (NASDAQ:PLUG)
- Mar 8, 2025
- defenseworld.net
The Honest Company, Inc. (NASDAQ:HNST) Shares Acquired by Rhumbline Advisers
- Mar 7, 2025
- defenseworld.net
Roth Capital Has Negative Forecast for NOVA Q1 Earnings
- Mar 7, 2025
- defenseworld.net
Who is Meridian Wealth Advisors
Meridian Wealth Advisors is an independent Registered Investment Advisor based in Austin, Texas. The firm employs 13 individuals and generates approximately $2.5 million in annual revenue. Meridian Wealth Advisors specializes in providing customized wealth advisory and planning services to high net worth families and individuals. The firm offers a comprehensive suite of services, including investment management, tax planning, and estate planning. Meridian Wealth Advisors aims to create a cohesive and customized wealth plan for each client, ensuring their financial well-being and long-term goals are met. As an independent firm, Meridian Wealth Advisors prioritizes objectivity and transparency. They operate on a fee-only basis and act as a fiduciary, meaning their primary responsibility is to act in the best interests of their clients. This structure is designed to mitigate potential conflicts of interest and ensure clients receive unbiased advice. Meridian Wealth Advisors can be reached through their website at meridianadvisors.com.
Company Leadership
Meridian Wealth Advisors Tech Stack
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Company Name | Revenue | Number of Employees | Location | Founded in |
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3M | 12 | Atlanta, GA | 2009 | |
3M | 3 | New York, NY | ||
3M | 3 | New York, NY | ||
3M | 3 | New York, NY | 2008 | |
3M | 4 | New York, NY | 2013 |