MERIDIAN WEALTH ADVISORS, LLC
CRD #282609 SEC #801-107344 AUSTIN, TX 512-717-5580
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
13
Clients
26
Accounts
1,440
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.4B | $12.8M | 13 | 4 |
| Aug 2024 | $1.2B | $1.2B | $12.9M | 11 | 4 |
| Mar 2024 | $1.2B | $1.2B | $12.9M | 11 | 4 |
| Mar 2024 | $1.2B | $1.2B | $12.9M | 11 | 4 |
| Nov 2023 | $1.1B | $1B | $13.8M | 11 | 6 |
| Sep 2023 | $1.1B | $1B | $13.8M | 11 | 6 |
| May 2023 | $1.1B | $1B | $13.8M | 11 | 6 |
| Apr 2023 | $1.1B | $1B | $13.8M | 11 | 6 |
| Mar 2023 | $1.1B | $1B | $13.8M | 11 | 6 |
| Jun 2022 | $1B | $1B | $10.9M | 9 | 5 |
| May 2022 | $1B | $1B | $10.9M | 9 | 5 |
| Mar 2022 | $1B | $1B | $10.9M | 9 | 5 |
| Mar 2022 | $1B | $1B | $10.9M | 9 | 5 |
| Mar 2021 | $873.5M | $839.7M | $33.8M | 9 | 4 |
| May 2020 | $697.8M | $662.2M | $35.6M | 7 | 4 |
| Mar 2020 | $697.8M | $662.2M | $35.6M | 7 | 4 |
| Nov 2019 | $367.6M | $347.7M | $20M | 7 | 0 |
| Jul 2019 | $367.6M | $347.7M | $20M | 7 | 0 |
| Mar 2019 | $349.1M | $326.9M | $22.2M | 5 | 0 |
| Jan 2019 | $373.4M | $347M | $26.4M | 5 | 1 |
| Nov 2018 | $373.4M | $347M | $26.4M | 5 | 1 |
| Mar 2018 | $373.4M | $347M | $26.4M | 5 | 1 |
| Jan 2018 | $133M | $110.1M | $22.9M | 3 | 0 |
| Mar 2017 | $133M | $110.1M | $22.9M | 3 | 26 |
| Jan 2017 | $112.7M | $91.4M | $21.3M | 3 | 0 |
| Jun 2016 | $112.7M | $91.4M | $21.3M | 3 | 0 |
| Apr 2016 | $0 | $0 | $0 | 3 | 0 |
| Mar 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$12.8M
Employees13
Clients4
DateAug 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.9M
Employees11
Clients4
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.9M
Employees11
Clients4
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.9M
Employees11
Clients4
DateNov 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$13.8M
Employees11
Clients6
DateSep 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$13.8M
Employees11
Clients6
DateMay 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$13.8M
Employees11
Clients6
DateApr 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$13.8M
Employees11
Clients6
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$13.8M
Employees11
Clients6
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$10.9M
Employees9
Clients5
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$10.9M
Employees9
Clients5
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$10.9M
Employees9
Clients5
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$10.9M
Employees9
Clients5
DateMar 2021
Total AUM$873.5M
Discretionary$839.7M
Non-Disc.$33.8M
Employees9
Clients4
DateMay 2020
Total AUM$697.8M
Discretionary$662.2M
Non-Disc.$35.6M
Employees7
Clients4
DateMar 2020
Total AUM$697.8M
Discretionary$662.2M
Non-Disc.$35.6M
Employees7
Clients4
DateNov 2019
Total AUM$367.6M
Discretionary$347.7M
Non-Disc.$20M
Employees7
Clients0
DateJul 2019
Total AUM$367.6M
Discretionary$347.7M
Non-Disc.$20M
Employees7
Clients0
DateMar 2019
Total AUM$349.1M
Discretionary$326.9M
Non-Disc.$22.2M
Employees5
Clients0
DateJan 2019
Total AUM$373.4M
Discretionary$347M
Non-Disc.$26.4M
Employees5
Clients1
DateNov 2018
Total AUM$373.4M
Discretionary$347M
Non-Disc.$26.4M
Employees5
Clients1
DateMar 2018
Total AUM$373.4M
Discretionary$347M
Non-Disc.$26.4M
Employees5
Clients1
DateJan 2018
Total AUM$133M
Discretionary$110.1M
Non-Disc.$22.9M
Employees3
Clients0
DateMar 2017
Total AUM$133M
Discretionary$110.1M
Non-Disc.$22.9M
Employees3
Clients26
DateJan 2017
Total AUM$112.7M
Discretionary$91.4M
Non-Disc.$21.3M
Employees3
Clients0
DateJun 2016
Total AUM$112.7M
Discretionary$91.4M
Non-Disc.$21.3M
Employees3
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0