Meridian Wealth Advisors, LLC
Meridian Wealth Advisors, LLC (CRD# 282609) is a financial advisory firm headquartered in Austin, TX. They manage $1,223,913,676 in 1,279 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management1,224MILLION
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Total Number of Accounts1,279ACCOUNTS
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Average Account Value$956,930
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, MT, TX
Sophie Brooks-Ames (CRD# 6185685) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Angela Cruz (CRD# 4097817) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Joshua Galatzan (CRD# 4214680) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Jacqueline Gordon (CRD# 6602523) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Meagan Moll (CRD# 4629881) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry. Meagan Moll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Brian Noonan (CRD# 5878654) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Kerwin Price (CRD# 1806380) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 36 years of experience in the finance industry.