Meridian Wealth Partners is an investment advisor in Blue Bell with $905.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815475391
SEC advisor number
801-110067
FINRA CRD number
287768
AUM ?
$1.12 bn
(as of 29 Feb 24)
Accounts
2,155
(as of 29 Feb 24)
Employees
11
(9 investment advisory or research)
Address
Meridian Wealth Partners
653 SKIPPACK PIKE
STE 210
BLUE BELL
PA 19422
653 SKIPPACK PIKE
STE 210
BLUE BELL
PA 19422
Phone
(610) 272-4700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Nov 21