Insights

High Net Worth Focus Meridian Wealth Advisors specializes in serving high net worth families and individuals, indicating potential sales opportunities with luxury asset management firms, private banks, and wealth management technology providers targeting affluent clients.

Independent Fiduciary Model Their fee-only, fiduciary-driven approach highlights a commitment to unbiased advice, making them a strategic partner for compliance software vendors, fiduciary audit services, and ethical investment platforms seeking to align with trusted advisors.

Recent Strategic Investment The recent $21.8 million investment in Atlas Energy Solutions suggests openness to alternative investments and asset diversification, presenting opportunities to collaborate with energy and infrastructure fund managers or ESG-focused investment solutions.

Growth in Revenue With revenues estimated between $25 million to $50 million, Meridian Wealth Advisors shows a strong financial position, indicating potential for expanding service offerings, technology upgrades, or scalable marketing partnerships aimed at premium clientele.

Tech Stack Compatibility Utilizing common web technologies like Bootstrap, jQuery, and JSON-LD, they are receptive to digital engagement strategies, making them an ideal candidate for advanced CRM systems, digital marketing tools, or client experience enhancement solutions.

Similar companies to Meridian Wealth Advisors LLC

Meridian Wealth Advisors LLC Tech Stack

Meridian Wealth Advisors LLC uses 8 technology products and services including Google Fonts API, Font Awesome, JSON-LD, and more. Explore Meridian Wealth Advisors LLC's tech stack below.

Google Fonts API
Font Scripts
Font Awesome
Font Scripts
JSON-LD
Javascript Frameworks
jQuery Migrate
Javascript Libraries
Windows Server
Operating Systems
X-XSS-Protection
Security
Bootstrap
UI Frameworks
jQuery Validation Plugin
Web Tools And Plugins

Media & News

Meridian Wealth Advisors LLC invests into Atlas Sand Company $21.8M.
Meridian Wealth Advisors LLC invests $21.80 million in Atlas Energy Solutions Inc. (NYSE:AESI).
May 08, 2024 | www.marketbeat.com

Meridian Wealth Advisors LLC's Email Address Formats

Meridian Wealth Advisors LLC uses at least 1 format(s):

Meridian Wealth Advisors LLC Email Formats	Example	Percentage
First.Last@meridianadvisors.com	John.Doe@meridianadvisors.com	45%
First.Middle@meridianadvisors.com	John.Michael@meridianadvisors.com	5%
First.Last@meridianadvisors.com	John.Doe@meridianadvisors.com	45%
First.Middle@meridianadvisors.com	John.Michael@meridianadvisors.com	5%

Frequently Asked Questions

Where is Meridian Wealth Advisors LLC's headquarters located?

Meridian Wealth Advisors LLC's main headquarters is located at 3600 North Capital of Texas Highway Building b Suite 150 Austin, Texas United States. The company has employees across 2 continents, including North AmericaEurope.

What is Meridian Wealth Advisors LLC's phone number?

You can contact Meridian Wealth Advisors LLC's main corporate office by phone at

+1-512-717-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Meridian Wealth Advisors LLC's official website and social media links?

Meridian Wealth Advisors LLC's official website is meridianadvisors.com and has social profiles on LinkedIn.

What is Meridian Wealth Advisors LLC's NAICS code?

Meridian Wealth Advisors LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Meridian Wealth Advisors LLC have currently?

As of February 2026, Meridian Wealth Advisors LLC has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. T.Founder & Ceo: J. G.Managing Partner: M. M.. Explore Meridian Wealth Advisors LLC's employee directory with LeadIQ.

What industry does Meridian Wealth Advisors LLC belong to?

Meridian Wealth Advisors LLC operates in the Investment Management industry.

What technology does Meridian Wealth Advisors LLC use?

Meridian Wealth Advisors LLC's tech stack includes Google Fonts APIFont AwesomeJSON-LDjQuery MigrateWindows ServerX-XSS-ProtectionBootstrapjQuery Validation Plugin.

What is Meridian Wealth Advisors LLC's email format?

Meridian Wealth Advisors LLC's email format typically follows the pattern of First.Last@meridianadvisors.com. Find more Meridian Wealth Advisors LLC email formats with LeadIQ.

When was Meridian Wealth Advisors LLC founded?

Meridian Wealth Advisors LLC was founded in 2016.

Meridian Wealth Advisors LLC

Q: How many employees does Meridian Wealth Advisors LLC have currently?

Meridian Wealth Advisors LLC has approximately 11 employees.

Q: What technology does Meridian Wealth Advisors LLC use?

Meridian Wealth Advisors LLC's tech stack includes Modernizr, Google Analytics, Google Fonts API, GoDaddy, Windows Server.

Investment ManagementTexas, United States11-50 Employees

Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals.

We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience.

As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.

Company Overview

Headquarters: 3600 North Capital of Texas Highway Building b Suite 150 Austin, Texas United States
Phone number: +1-512-717-****
Website: meridianadvisors.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2016
Employees: 11-50