Meridian Asset Management, LLC
● SEC registered since 2025CRD 154239SEC# 801-132834
Reg. AUM
$124M
Employees
2
Accounts
80
Location
—
Meridian Asset Management, LLC assets under management
Meridian Asset Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $124 million in regulatory assets under management and employs 2 people.
Meridian Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Matthew Harris Control | Co Managing Member And Cco | 50-75% | 2010 |
| Scott Marshall Heess Control | Co Managing Member | 50-75% | 2010 |
Frequently asked questions
How much does Meridian Asset Management, LLC manage?
Meridian Asset Management, LLC reports $124 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Asset Management, LLC have?
Meridian Asset Management, LLC reports 2 employees.
Does Meridian Asset Management, LLC disclose fund performance?
Meridian Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 610-866-2224 |
| Fax | 610-866-2224 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124M▲ 8%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$124Mregulatory AUM
Discretionary $29.7MNon-discretionary $94.3M