MERIDIAN WEALTH PARTNERS, LLC

EXTON, Pennsylvania·3 registered advisors·CRD# 287768
SEC# 801-1100671610-272-4700
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MERIDIAN WEALTH PARTNERS, LLC

3 registered advisors
Brian Timothy Kohute
EXTON, Pennsylvania
CFA
Edward Joseph Carpoletti
BLUE BELL, Pennsylvania
Jay L Heller
EXTON, Pennsylvania
05

Office Locations

EXTON, Pennsylvania
2 advisors
BLUE BELL, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. MERIDIAN WEALTH PARTNERS, LLC (CRD# 287768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.