SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Meridian Wealth Advisors, LLC
Austin, TX
CRD 282609
Firm filing updated April 30, 2026 ·
- $1.7BAssets
- 9Advisory staff
- 1,539Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals237
- Individuals91
- Charities8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 91 | $30.8 million |
| High net worth individuals | 237 | $1.6 billion |
| Charitable organizations | 8 | $60.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $8.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.7 billion
- Accounts1,539
- Discretionary$1.7 billion · 1,518 accounts
- Non-discretionary$13.7 million · 21 accounts
People
- Employees12
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients26 to 50
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 282609, SEC file 801-107344.
- Registered with the SEC as an investment advisor (status date on record: March 4, 2016).
Is Meridian Wealth Advisors, LLC a fiduciary?
Short answer: Meridian Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.