MERIDIAN WEALTH PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	9
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	5

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,981	$1.1B
Non-Discretionary	174	$38.2M
Total	2,155	$1.1B

Clients

Type	Number	RAUM
Individuals	417	$85.6M
HNW Individuals	256	$692.9M
Banking or thrift institutions	0	$0
Investment companies	1	$8.4M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	74	$315.9M
Charitable organizations	<5	$2.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$13.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	62
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	59.3M
Portfolio Manager	0
Both for Same	587.0M

Portfolio Manager to Program	Sponsor
MERIDIAN WEALTH WRAP FEE PROGRAM	MERIDIAN WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number	801-110067
SEC ERA File Number	801-110067
SEC CIK Numbers	1781942
SEC CRD Numbers	287768
Legal Entity Identifier	None

Principal Office

653 SKIPPACK PIKE
STE 210
BLUE BELL
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic