Meridian Wealth Advisors is an investment advisor in Austin with $1.06 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
810872715
SEC advisor number
801-107344
FINRA CRD number
282609
AUM ?
$1.06 bn
(as of 17 May 23)
Accounts
1,298
(as of 17 May 23)
Employees
11
(8 investment advisory or research)
Address
Meridian Wealth Advisors
3600 N. CAPITAL OF TEXAS HIGHWAY
BUILDING B, SUITE 150
AUSTIN
TX 78746
3600 N. CAPITAL OF TEXAS HIGHWAY
BUILDING B, SUITE 150
AUSTIN
TX 78746
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
5127175580
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Galatzan, Joshua, L | Managing Partner/managing Member/chief Compliance Officer | 12/2015 | 25-50% |
Moll, Meagan, Kenny | Managing Partner/ Member | 12/2015 | 5-10% |
Price, Kerwin, Randolph | Managing Partner/ Member | 01/2018 | 10-25% |
CRN Management, LLC | Member | 06/2019 | 25-50% |
Noonan, Brian | Partner | 06/2019 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22