Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC (CRD# 282609) is a financial advisory firm headquartered in Austin, TX. They manage $1,223,913,676 in 1,279 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,224
    MILLION
  • Total Number of Accounts
    1,279
    ACCOUNTS
  • Average Account Value
    $956,930
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MT, TX

Financial Advisors at Meridian Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sophie G. Brooks-Ames
CRD#: 6185685
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746

Sophie Brooks-Ames (CRD# 6185685) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 10 years of experience in the finance industry.

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

Angela Cruz (CRD# 4097817) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 23 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

Joshua Galatzan (CRD# 4214680) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.

4
Jacqueline W. Gordon
CRD#: 6602523
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746

Jacqueline Gordon (CRD# 6602523) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.

5
Meagan K. Moll
CRD#: 4629881
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746

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.

6
Brian Noonan
CRD#: 5878654
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746

Brian Noonan (CRD# 5878654) 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.

7
Kerwin R. Price
CRD#: 1806380
3600 North Capital Of Texas Highway, Building B, Suite 150, Austin, TX 78746

Kerwin Price (CRD# 1806380) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 36 years of experience in the finance industry.

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