Insights

High Net Worth Focus Meridian Wealth Advisors specializes in providing customized wealth management and financial planning services to high net worth individuals and families, indicating opportunities to tailor premium investment and estate planning solutions.

Recent Investment Activity The firm's recent $21.8 million investment in Atlas Energy Solutions suggests an active participation in alternative asset classes, opening possibilities for offering specialized investment products or alternative investment services.

Independent Fiduciary Model As a fee-only, independent firm committed to fiduciary responsibility, Meridian emphasizes objective advice, presenting an opportunity to highlight how additional independent or conflict-free products align with their client-centric approach.

Tech Utilization The company's use of diverse technology tools, including analytics and security protocols, suggests they value innovative solutions, offering potential for advanced fintech integrations or cybersecurity enhancements.

Growth Potential With revenue between 25M and 50M and a relatively small team, Meridian presents opportunities to introduce scalable financial solutions and operational efficiencies tailored to growing boutique advisory firms.

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

Meridian Wealth Advisors Email Formats	Example	Percentage
First.Last@meridianadvisors.com	John.Doe@meridianadvisors.com	90%
First.Middle@meridianadvisors.com	John.Michael@meridianadvisors.com	10%

Meridian Wealth Advisors Email Formats

Example

Percentage

First.Last@meridianadvisors.com

John.Doe@meridianadvisors.com

90%

First.Middle@meridianadvisors.com

John.Michael@meridianadvisors.com

10%

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 78746 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 April 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.

Insights

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