CRD: 287768
Meridian Wealth Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 2
Office Locations
About Meridian Wealth Partners, LLC
Meridian Wealth Partners is a Pennsylvania-based RIA providing comprehensive financial and investment planning for affluent individuals, business owners/executives, and early-career professionals. The team coordinates with clients’ other trusted advisors and focuses on planning around equity compensation, privately held business interests, and tax implications. Portfolios emphasize asset allocation with significant ETF and public-fund usage, and the firm custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between December 3, 2025 and July 1, 2026, reported AUM increased 9.0%, from $1.3B to $1.4B.
Across 5 reported observations, AUM increased 39.0% between June 13, 2022 and July 1, 2026, from $984.9M to $1.4B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 11 advisory representatives and 895 clients, or 81.4 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Meridian Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH Charles AMBROGI
Chief Investment Officer, Director
- CRD
- #6515092
- Ownership
- Less than 5%
Christopher James Annas
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Catherine Delany
--
- CRD
- #8176554
Peter James Derby
Director
- CRD
- #7234747
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,346,731,773 | $647,156 |
| Non-Discretionary | $22,247,208 | $926,967 |
| Total | $1,368,978,981 | $650,346 |
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Separately Managed Accounts
SMA allocation detail is available
Meridian Wealth Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Meridian Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.