Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC (CRD# 282609) is a financial advisory firm headquartered in Austin, TX. They manage $112,715,005 in 313 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $360,112
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.

NH, TX

Financial Advisors at Meridian Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Meagan K. Moll
CRD#: 4629881
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
96
Wealthminder
score

Meagan Moll (CRD# 4629881) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 13 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 16 years of experience in the finance industry.

3
Boilam Trinh
CRD#: 5418867
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746
87
Wealthminder
score

Boilam Trinh (CRD# 5418867) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

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