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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 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 |
|---|---|---|---|---|
| AMBROGI, KENNETH, Charles | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMBROGI, KENNETH, Charles | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMBROGI, KENNETH, Charles | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMBROGI, KENNETH, Charles | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | DIRECTOR | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| Annas, Christopher, James | I | MANAGER (BOARD) | NA | Control |
| CAMPBELL, DAVID, MARTIN | I | SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| CARPOLETTI, EDWARD, JOSEPH | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| Curry, Michael, Joseph | I | MANAGER (BOARD) | NA | Control |
| GARROWAY, DANIEL, LEONARD | I | MANAGER (BOARD) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| HELLER, JAY, L | I | MANAGING DIRECTOR (OFFICER) | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | DIRECTOR | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| Kochka, Charles, Douglas | I | MANAGER (BOARD) | NA | Control |
| SCHOLL, DANIEL, F | I | MANAGING DIRECTOR | NA | Control |
| MERIDIAN BANK | DE | OWNER/PARENT | E | Control |
| MERIDIAN BANK | DE | OWNER/PARENT | E | Control |
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| MERIDIAN BANK | DE | OWNER/PARENT | E | Control |
| MERIDIAN BANK | DE | OWNER/PARENT | E | Control |
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Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (17)
CA CO CT DE FL GA MA MD NC NJ NY PA SC TX VA VT WA
Address
301 EAST GERMANTOWN PIKESTE 201
EAST NORRITON, PA 19401
United States
Phone: 610-272-4700