MERIDIAN FINANCIAL PARTNERS LLC
CRD #281969 SEC #801-107287 WARRENTON, VA (540)-878-5416
SEC Registered
Total AUM
$510.8M
Discretionary
$508.8M
Employees
6
Clients
101
Accounts
1,398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $510.8M | $508.8M | $2M | 6 | 0 |
| Oct 2025 | $510.8M | $508.8M | $2M | 6 | 0 |
| Mar 2025 | $510.8M | $508.8M | $2M | 6 | 0 |
| Jun 2024 | $400.8M | $400.5M | $348.6K | 6 | 0 |
| May 2024 | $400.8M | $400.5M | $348.6K | 6 | 0 |
| Mar 2024 | $400.8M | $400.5M | $348.6K | 6 | 0 |
| Feb 2023 | $343.6M | $343.4M | $274.3K | 7 | 0 |
| Sep 2022 | $358.9M | $358.9M | $0 | 7 | 0 |
| Mar 2022 | $358.9M | $358.9M | $0 | 7 | 0 |
| Mar 2022 | $358.9M | $358.9M | $0 | 7 | 0 |
| May 2021 | $284.2M | $284.2M | $0 | 5 | 0 |
| Feb 2021 | $284.2M | $284.2M | $0 | 5 | 0 |
| Jun 2020 | $228.8M | $228.8M | $0 | 5 | 0 |
| Jun 2020 | $228.8M | $228.8M | $0 | 5 | 0 |
| Feb 2020 | $228.8M | $228.8M | $0 | 5 | 0 |
| Aug 2019 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2019 | $182.5M | $182.5M | $0 | 5 | 0 |
| Jun 2018 | $167.7M | $167.7M | $0 | 4 | 0 |
| Mar 2018 | $167.7M | $167.7M | $0 | 4 | 0 |
| Feb 2018 | $167.7M | $167.7M | $0 | 4 | 0 |
| Feb 2017 | $117.8M | $117.8M | $0 | 3 | 100 |
| Jun 2016 | $95.6M | $95.6M | $0 | 3 | 26 |
| Mar 2016 | $95.6M | $95.6M | $0 | 3 | 26 |
DateNov 2025
Total AUM$510.8M
Discretionary$508.8M
Non-Disc.$2M
Employees6
Clients0
DateOct 2025
Total AUM$510.8M
Discretionary$508.8M
Non-Disc.$2M
Employees6
Clients0
DateMar 2025
Total AUM$510.8M
Discretionary$508.8M
Non-Disc.$2M
Employees6
Clients0
DateJun 2024
Total AUM$400.8M
Discretionary$400.5M
Non-Disc.$348.6K
Employees6
Clients0
DateMay 2024
Total AUM$400.8M
Discretionary$400.5M
Non-Disc.$348.6K
Employees6
Clients0
DateMar 2024
Total AUM$400.8M
Discretionary$400.5M
Non-Disc.$348.6K
Employees6
Clients0
DateFeb 2023
Total AUM$343.6M
Discretionary$343.4M
Non-Disc.$274.3K
Employees7
Clients0
DateSep 2022
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees3
Clients100
DateJun 2016
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees3
Clients26