CRD: 287768
Meridian Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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