Angela Michele Cruz
Investment adviser representative at Meridian Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Meridian Wealth Advisors, LLCJan 2018 to now
- A Cup of SugarJan 2015 to now
- Raymond James & Associates, Inc.May 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Meridian Wealth Advisors, LLC
$1.7BAssets managed
336Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4097817
- Firm CRD
- 282609