Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC (CRD# 287768) is a financial advisory firm headquartered in Blue Bell, PA. They manage $1,118,721,297 in 2,155 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,119MILLION
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Total Number of Accounts2,155ACCOUNTS
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Average Account Value$519,128
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, VT, WA
Kenneth Ambrogi (CRD# 6515092) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.
Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 38 years of experience in the finance industry.
Jay Heller (CRD# 2742625) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 27 years of experience in the finance industry.
Paul Kingston (CRD# 2991534) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 26 years of experience in the finance industry.
Brian Kohute (CRD# 4163553) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 23 years of experience in the finance industry.
Daniel McCusker (CRD# 3261229) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 22 years of experience in the finance industry.
Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 11 years of experience in the finance industry.
Peter Derby (CRD# 7234747) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 3 years of experience in the finance industry.
Anthony Perhacs (CRD# 7259393) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.