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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2016
- Office Locations
- 1
Office Locations
About Meridian Wealth Advisors, LLC
Meridian Wealth Advisors is an independent, fee-only fiduciary RIA in Austin serving high net worth clients. The firm coordinates discretionary investment management with tax and estate planning to deliver customized, comprehensive wealth plans. Investment implementation emphasizes asset allocation and portfolio construction across ETFs, mutual funds, and private funds, with custody support including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSHUA L GALATZAN
Chief Executive Officer, Founder, Managing Member, Managing Partner
- CRD
- #4214680
- Ownership
- 25% but less than 50%
MEAGAN KENNY MOLL
Managing Partner, Wealth Advisor
- CRD
- #4629881
- Ownership
- 10% but less than 25%
Insight timber
Prime crest
- CRD
- #96911
- Ownership
- 43.0%
Showing 2 of 4 owners & executives
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SOPHIE G BROOKS-AMES
Financial Planning Specialist
- CRD
- #6185685
Edward Scott Budd
--
- CRD
- #6346098
Matrix oak
Vital delta
- CRD
- #93356
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,724,238,215 | $1,135,862 |
| Non-Discretionary | $13,672,032 | $651,049 |
| Total | $1,737,910,247 | $1,129,246 |
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Separately Managed Accounts
Total SMA Asset: $1,737,910,247
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,716,248,789 | 19.2% |
| Equity - Exchange | $616,776,909 | 6.9% |
| Private Funds | $1,036,900,310 | 11.6% |
| Cash | $1,019,022,719 | 11.4% |
| U.S. Government/Agency | $2,154,249,782 | 24.1% |
| Municipal Bonds | $2,395,597,269 | 26.8% |
| Total | $8,938,795,778 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FOUNDATION WAVE | GLACIER ELEMENT | CQ128I9YH | URUT | 5.99% | $94,867,238 |
| TIMBER GLACIER QUANTUM | UNISON ELEMENT | 28YAWSJ3O | EHPA | 4.88% | $37,030,400 |
| EMBER PIONEER | ATLAS CATALYST | UBW036NGW | YNXT | 1.61% | $97,152,950 |
| OPTIMA PRIME | RADIAL WAVE | 5HWQUJ1FM | PIQ | 4.92% | $69,137,482 |
| OPTIMA LEGACY | VECTOR VERTEX | PTNSV8JNN | TZQAQ | 5.15% | $66,842,971 |
| MOMENTUM SIGNAL | BRIDGE TIMBER | C80NFOXDS | SQL | 2.47% | $8,116,556 |
| GLACIER UNISON | DELTA BRIDGE | 92FY1EJSW | VER | 1.83% | $25,523,878 |
| VALUE SUMMIT | DELTA BRIDGE | CCLIN0932 | PCKWK | 6.69% | $7,515,755 |