Brian Timothy Kohute
Investment adviser representative at Meridian Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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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
21 years in the industry.
- Meridian Wealth Partners, LLCApr 2017 to now
- Hj Wealth Management LLCJan 2005 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Meridian Wealth Partners, LLC
$1.4BAssets managed
810Clients
10Advisers
9 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
- 4163553
- Firm CRD
- 287768