Insights

High Net Worth Client Focus Meridian Wealth Advisors specializes in providing customized wealth management services to high net worth families and individuals, indicating a potential need for premium financial products, estate planning solutions, and exclusive investment opportunities tailored to affluent clients.

Strong Industry Position As an independent Registered Investment Advisor with over 100 years of experience, the firm maintains a trusted, fiduciary role that appeals to clients seeking unbiased, conflict-free financial advice, creating opportunities for premium advisory services and bespoke financial technology solutions.

Recent Strategic Investments The firm recently invested $21.8 million in Atlas Energy Solutions, demonstrating active engagement in energy sector investments and a potential openness to expanding into related sectors or offering specialized investment products aligned with evolving market trends.

Growth-Oriented Revenue Profile With revenue estimated between $25 million and $50 million and a relatively small team of 11-50 employees, Meridian Wealth Advisors shows potential for scalability, making it a promising target for technology solutions that enhance operational efficiency and client service delivery.

Technology Stack Utilization The company's focus on advanced web technologies and analytics suggests an openness to adopting innovative digital tools and platforms that can improve client engagement, data security, and overall digital experience, presenting opportunities for fintech partnerships and digital transformation support.

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Meridian Wealth Advisors Tech Stack

Meridian Wealth Advisors uses 8 technology products and services including Google Fonts API, Wow, HSTS, and more. Explore Meridian Wealth Advisors's tech stack below.

Google Fonts API
Font Scripts
Wow
Marketing Analytics
HSTS
Security
Bootstrap
UI Frameworks
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics
jQuery Validation Plugin
Web Tools And Plugins
Fourthwall
Website Builders

Media & News

Meridian Wealth Advisors LLC invests into Atlas Sand Company $21.8M.
Meridian Wealth Advisors LLC invests $21.80 million in Atlas Energy Solutions Inc. (NYSE:AESI).
May 08, 2024 | www.marketbeat.com

Meridian Wealth Advisors's Email Address Formats

Meridian Wealth Advisors uses at least 1 format(s):

Meridian Wealth Advisors Email Formats	Example	Percentage
First.Last@meridianadvisors.com	John.Doe@meridianadvisors.com	45%
First.Middle@meridianadvisors.com	John.Michael@meridianadvisors.com	5%
First.Last@meridianadvisors.com	John.Doe@meridianadvisors.com	45%
First.Middle@meridianadvisors.com	John.Michael@meridianadvisors.com	5%

Frequently Asked Questions

Where is Meridian Wealth Advisors's headquarters located?

Meridian Wealth Advisors's main headquarters is located at 3600 North Capital of Texas Highway Building b Suite 150 Austin, Texas United States. The company has employees across 2 continents, including North AmericaEurope.

What is Meridian Wealth Advisors's phone number?

You can contact Meridian Wealth Advisors's main corporate office by phone at

+1-512-717-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Meridian Wealth Advisors's official website and social media links?

Meridian Wealth Advisors's official website is meridianadvisors.com and has social profiles on LinkedIn.

What is Meridian Wealth Advisors's NAICS code?

Meridian Wealth Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Meridian Wealth Advisors have currently?

As of March 2026, Meridian Wealth Advisors has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. T.Founder & Ceo: J. G.Managing Partner: M. M.. Explore Meridian Wealth Advisors's employee directory with LeadIQ.

What industry does Meridian Wealth Advisors belong to?

Meridian Wealth Advisors operates in the Investment Management industry.

What technology does Meridian Wealth Advisors use?

Meridian Wealth Advisors's tech stack includes Google Fonts APIWowHSTSBootstrapX-Content-Type-OptionsGoogle AnalyticsjQuery Validation PluginFourthwall.

What is Meridian Wealth Advisors's email format?

Meridian Wealth Advisors's email format typically follows the pattern of First.Last@meridianadvisors.com. Find more Meridian Wealth Advisors email formats with LeadIQ.

When was Meridian Wealth Advisors founded?

Meridian Wealth Advisors was founded in 2016.

Meridian Wealth Advisors

Q: How many employees does Meridian Wealth Advisors have currently?

Meridian Wealth Advisors has approximately 11 employees.

Q: What technology does Meridian Wealth Advisors use?

Meridian Wealth Advisors's tech stack includes Modernizr, Google Analytics, Google Fonts API, GoDaddy, Windows Server.

Q: What is Meridian Wealth Advisors's NAICS code?

Meridian Wealth Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementTexas, United States11-50 Employees

Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals.

We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience.

As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.

Company Overview

Headquarters: 3600 North Capital of Texas Highway Building b Suite 150 Austin, Texas United States
Phone number: +1-512-717-****
Website: meridianadvisors.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2016
Employees: 11-50