Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC (CRD# 282609) is a financial advisory firm headquartered in Austin, TX. They manage $133,000,000 in 346 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $384,393
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NM, TX

Financial Advisors at Meridian Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Meagan K. Moll
CRD#: 4629881
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
101
Wealthminder
score

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.

2
Angela M. Cruz
CRD#: 4097817
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
93
Wealthminder
score

Angela Cruz (CRD# 4097817) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 17 years of experience in the finance industry.

3
Joshua L. Galatzan
CRD#: 4214680
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
93
Wealthminder
score

Joshua Galatzan (CRD# 4214680) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 17 years of experience in the finance industry.

4
Kerwin R. Price
CRD#: 1806380
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
83
Wealthminder
score

Kerwin Price (CRD# 1806380) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 30 years of experience in the finance industry.

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