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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2025
- Office Locations
- 1
Office Locations
About Meridian Passage
Meridian Passage is a Phoenix-based RIA. The firm has been operating for 1 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 1 clients, or 1 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Martin R Guerrero
PRINCIPAL
- CRD
- #7273199
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,698,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,698,260 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Meridian Passage has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.