MERIDIAN WEALTH PARTNERS, LLC
CRD #287768 SEC #801-110067 EAST NORRITON, PA 610-272-4700
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
12
Clients
251
Accounts
2,259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.2B | $31.6M | 12 | 93 |
| Apr 2025 | $1.3B | $1.2B | $31.6M | 12 | 93 |
| Apr 2025 | $1.3B | $1.2B | $31.6M | 12 | 93 |
| Mar 2025 | $1.3B | $1.2B | $31.6M | 12 | 93 |
| Dec 2024 | $1.1B | $1.1B | $38.2M | 11 | 62 |
| Nov 2024 | $1.1B | $1.1B | $38.2M | 11 | 62 |
| Feb 2024 | $1.1B | $1.1B | $38.2M | 11 | 62 |
| Nov 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Sep 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Aug 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Jun 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Mar 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Mar 2023 | $905.6M | $864M | $41.6M | 11 | 63 |
| Jun 2022 | $984.9M | $926M | $58.9M | 11 | 65 |
| Mar 2022 | $984.9M | $926M | $58.9M | 11 | 65 |
| May 2021 | $830.9M | $774.4M | $56.5M | 12 | 53 |
| Mar 2021 | $830.9M | $774.4M | $56.5M | 12 | 53 |
| Mar 2021 | $830.9M | $774.4M | $56.5M | 12 | 53 |
| Aug 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| Jun 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| Jun 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| May 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| Apr 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| Mar 2020 | $717.2M | $654.1M | $63.1M | 12 | 25 |
| Sep 2019 | $555.7M | $509.7M | $46M | 11 | 0 |
| May 2019 | $555.7M | $509.7M | $46M | 11 | 0 |
| Mar 2019 | $555.7M | $509.7M | $46M | 11 | 0 |
| Jan 2019 | $661.6M | $641M | $20.5M | 11 | 0 |
| Jun 2018 | $661.6M | $641M | $20.5M | 11 | 0 |
| Apr 2018 | $661.6M | $641M | $20.5M | 11 | 0 |
| Apr 2018 | $661.6M | $641M | $20.5M | 11 | 0 |
| Mar 2018 | $661.6M | $641M | $20.5M | 11 | 0 |
| Jul 2017 | $561.1M | $542.4M | $18.7M | 10 | 400 |
| Apr 2017 | $561.1M | $542.4M | $18.7M | 10 | 400 |
| Feb 2017 | $0 | $0 | $0 | 0 | 0 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$31.6M
Employees12
Clients93
DateApr 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$31.6M
Employees12
Clients93
DateApr 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$31.6M
Employees12
Clients93
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$31.6M
Employees12
Clients93
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$38.2M
Employees11
Clients62
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$38.2M
Employees11
Clients62
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$38.2M
Employees11
Clients62
DateNov 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateSep 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateAug 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateJun 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateMar 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateMar 2023
Total AUM$905.6M
Discretionary$864M
Non-Disc.$41.6M
Employees11
Clients63
DateJun 2022
Total AUM$984.9M
Discretionary$926M
Non-Disc.$58.9M
Employees11
Clients65
DateMar 2022
Total AUM$984.9M
Discretionary$926M
Non-Disc.$58.9M
Employees11
Clients65
DateMay 2021
Total AUM$830.9M
Discretionary$774.4M
Non-Disc.$56.5M
Employees12
Clients53
DateMar 2021
Total AUM$830.9M
Discretionary$774.4M
Non-Disc.$56.5M
Employees12
Clients53
DateMar 2021
Total AUM$830.9M
Discretionary$774.4M
Non-Disc.$56.5M
Employees12
Clients53
DateAug 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateJun 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateJun 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateMay 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateApr 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateMar 2020
Total AUM$717.2M
Discretionary$654.1M
Non-Disc.$63.1M
Employees12
Clients25
DateSep 2019
Total AUM$555.7M
Discretionary$509.7M
Non-Disc.$46M
Employees11
Clients0
DateMay 2019
Total AUM$555.7M
Discretionary$509.7M
Non-Disc.$46M
Employees11
Clients0
DateMar 2019
Total AUM$555.7M
Discretionary$509.7M
Non-Disc.$46M
Employees11
Clients0
DateJan 2019
Total AUM$661.6M
Discretionary$641M
Non-Disc.$20.5M
Employees11
Clients0
DateJun 2018
Total AUM$661.6M
Discretionary$641M
Non-Disc.$20.5M
Employees11
Clients0
DateApr 2018
Total AUM$661.6M
Discretionary$641M
Non-Disc.$20.5M
Employees11
Clients0
DateApr 2018
Total AUM$661.6M
Discretionary$641M
Non-Disc.$20.5M
Employees11
Clients0
DateMar 2018
Total AUM$661.6M
Discretionary$641M
Non-Disc.$20.5M
Employees11
Clients0
DateJul 2017
Total AUM$561.1M
Discretionary$542.4M
Non-Disc.$18.7M
Employees10
Clients400
DateApr 2017
Total AUM$561.1M
Discretionary$542.4M
Non-Disc.$18.7M
Employees10
Clients400
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0