Meridian Wealth Partners, LLC
● SEC registered since 2017CRD 287768SEC# 801-110067East Norriton, PA
Reg. AUM
$1.37B
Employees
13
Accounts
2,105
Location
East Norriton, PA
Meridian Wealth Partners, LLC assets under management
Meridian Wealth Partners, LLC is an SEC-registered investment adviser based in East Norriton, PA. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 13 people.
Meridian Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Timothy Kohute Control | Managing Director (officer)/Chief Compliance Officer | Under 5% | 2017 |
| Christopher James Annas Control | Manager (board) | Under 5% | 2017 |
| Daniel F Scholl Control | Managing Director | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Meridian Wealth Partners, LLC manage?
Meridian Wealth Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Meridian Wealth Partners, LLC have?
Meridian Wealth Partners, LLC reports 13 employees.
Where is Meridian Wealth Partners, LLC located?
Meridian Wealth Partners, LLC is based in East Norriton, PA and has been SEC-registered since 2017.
Does Meridian Wealth Partners, LLC disclose fund performance?
Meridian Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 East Germantown Pike, Ste 201, East Norriton, PA 19401 |
| Phone | 610-272-4700 |
| Fax | 610-272-6785 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1781942 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.37B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.35BNon-discretionary $22.2M