MERIDIAN FINANCIAL PARTNERS LLC

CRD #281969 SEC #801-107287 WARRENTON, VA (540)-878-5416

SEC Registered

Total AUM

$510.8M

Discretionary

$508.8M

Employees

Clients

101

Accounts

1,398

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 18, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Irving, Sarah, Glover	I	MEMBER	NA
Irving, Sarah, Glover	I	MEMBER	NA
Irving, Sarah, Glover	I	MEMBER	NA
Irving, Sarah, Glover	I	MEMBER	NA
Irving, Sarah, Glover	I	MEMBER	NA
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	NA	Control
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	NA	Control
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	NA	Control
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	NA	Control
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	NA	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING MEMBER, CO-FOUNDER	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING MEMBER, CO-FOUNDER, CCO	D	Control
YAKEL, SARAH, JEAN	I	MANAGING PARTNER, CO-FOUNDER, CCO	D	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	C	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	C	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	C	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	C	Control
GILBERT, NATHANIEL, SCOTT	I	MANAGING PARTNER, CO-FOUNDER	C	Control
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	DE	MANAGING MEMBER	C	Control
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	DE	MANAGING MEMBER	C	Control
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	DE	MANAGING MEMBER	C	Control
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	DE	MANAGING MEMBER	C	Control
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	DE	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
YAKEL, JONATHAN, DAVID	I	THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	F	Control
YAKEL, SARAH, JEAN	I	THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	F	Control

Registrations

Federal

Nov 18, 2025 REGISTERED

Notice Filings (12)

CA CO FL LA MA MD NC NH NY TX VA WV

Address

39 SOUTH 4TH STREET
WARRENTON, VA 20186
United States

Phone: (540)-878-5416