Meridian Wealth Advisors, LLC
● SEC registered since 2016CRD 282609SEC# 801-107344Austin, TX
Reg. AUM
$1.74B
Employees
12
Accounts
1,539
Location
Austin, TX
Meridian Wealth Advisors, LLC assets under management
Meridian Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2016. It reports $1.7 billion in regulatory assets under management and employs 12 people.
Meridian Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crn Management, LLC Control | Member | 25-50% | 2019 |
| Deanna Laschell Gale Control | Chief Compliance Officer And Director Of Operations | Under 5% | 2026 |
| Joshua L Galatzan Control | Chief Executive Officer/Managing Partner/Managing Member | 25-50% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Meridian Wealth Advisors, LLC manage?
Meridian Wealth Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Meridian Wealth Advisors, LLC have?
Meridian Wealth Advisors, LLC reports 12 employees.
Where is Meridian Wealth Advisors, LLC located?
Meridian Wealth Advisors, LLC is based in Austin, TX and has been SEC-registered since 2016.
Does Meridian Wealth Advisors, LLC disclose fund performance?
Meridian Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746 |
| Phone | 512-717-5580 |
| Fax | 512-857-0559 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1768095 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.74B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.74Bregulatory AUM
Discretionary $1.72BNon-discretionary $13.7M