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Meridian Wealth Advisors
Founded in 2016 and headquartered in Austin, Texas, Meridian Wealth Advisors is a registered investment advisor serving high-net-worth individuals, corporate...
Meridian Wealth Advisors
Founded in 2016 and headquartered in Austin, Texas, Meridian Wealth Advisors is a registered investment advisor serving high-net-worth individuals, corporate clients, charitable organizations, and retirement plans. The firm emerged during Austin's expansion as a financial services hub, positioning itself as a fiduciary advisory practice distinct from wirehouse broker-dealer models. The firm delivers asset management, portfolio construction, and comprehensive financial planning across public equities, fixed income, and alternative investment strategies where appropriate for client mandates. Meridian structures client portfolios through separately managed accounts, drawing on third-party institutional managers and direct indexing approaches. The practice serves retirement plan sponsors with investment committee advisory and participant education services. Meridian operates from its Austin headquarters, serving clients primarily across Texas. The firm's scale and team size have not been publicly disclosed. No adjacent philanthropic or operating entities have been identified through public records. Unlike multi-family offices that layer direct-deal access and concierge services atop investment management, Meridian's structure remains focused on the core RIA mandate: fiduciary investment counsel without proprietary product conflict. The firm's registered investment advisor status legally obligates it to act in client best interest — a regulatory posture that distinguishes it from broker-dealer competitors.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
How does Meridian Wealth Advisors structure its client portfolios?
Meridian builds client portfolios through separately managed accounts, drawing on third-party institutional asset managers and direct indexing strategies. The firm avoids proprietary fund structures, consistent with its fiduciary RIA status. Asset allocation spans public equities, fixed income, and select alternative investments where suitable for client mandates.
Does Meridian operate as a multi-family office or a pure investment advisor?
Meridian is structured as a registered investment advisor, not a multi-family office. Its service model centers on portfolio management, investment committee advisory for retirement plans, and financial planning. The firm does not publicly offer family-office services such as bill pay, estate administration, or direct private deal sourcing.
What types of clients does Meridian serve?
Per the firm's regulatory filings and public record, Meridian's client base includes high-net-worth individuals, corporate retirement plan sponsors, charitable organizations, and retirement plans. The firm advises on 401(k) and other qualified plan structures alongside individual wealth management relationships.
Is Meridian a fiduciary?
As a registered investment advisor, Meridian holds a legal fiduciary duty to act in its clients' best interests. This regulatory obligation requires the firm to disclose conflicts of interest and prioritize client outcomes ahead of any revenue or compensation considerations tied to product recommendations.
Who runs investment decisions at Meridian Wealth Advisors?
Public records identify the firm's RIA registration but do not name individual portfolio managers or an investment committee. The firm's investment decisions are executed under its advisory structure, with specific named principals not disclosed through available public filings or the firm's digital presence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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