What departments does Meridian Wealth Advisors have?

Meridian Wealth Advisors has employees across 4 departments including Entrepreneurship, Customer Success, Analytics, Operations.

What is the largest department at Meridian Wealth Advisors?

The largest department at Meridian Wealth Advisors is Entrepreneurship with 1 employees.

Where are Meridian Wealth Advisors employees located globally?

Meridian Wealth Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Meridian Wealth Advisors's team size changed over time?

Meridian Wealth Advisors's team has decreased from approximately 10 to 9 employees based on available data.

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Meridian Wealth Advisors Employee Directory

Investment ManagementTexas, United States11-50 Employees

Meridian Wealth Advisors is an independent registered investment advisor based in Austin, Texas. The firm brings together more than a century of combined experience to offer customized wealth advisory and planning services for high-net-worth families and individuals. It coordinates core planning disciplines, including investment management, tax planning, and estate planning, to deliver cohesive, personalized wealth plans and a high-quality client experience.

As an independent firm, Meridian emphasizes objective guidance focused on clients' best interests and operates in a fiduciary capacity. It is compensated on a fee-only basis, reducing potential conflicts of interest. The firm positions itself within the investment management industry as an advisor serving sophisticated clients seeking integrated planning and asset management.

Meridian Wealth Advisors Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Meridian Wealth Advisors's Leadership

J. T.
Chief Executive Officer
Mobile Phone
Email
A. C.
Client Relationship Manager
Mobile Phone
Email
J. W.
Client Advisor & Portfolio Analyst
Mobile Phone
Email
S. B.
Associate Wealth Advisor
Mobile Phone
Email
S. O.
Client Relationship & Operations Associate
Mobile Phone
Email

Meridian Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Meridian Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. T.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
A. C.
Client Relationship Manager
Mobile Phone
Email
Jun 08, 2026
J. W.
Client Advisor & Portfolio Analyst
Mobile Phone
Email
Jun 08, 2026
S. B.
Associate Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
S. O.
Client Relationship & Operations Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Meridian Wealth Advisors known for?

Meridian Wealth Advisors was founded in 2016 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-512-717-****

. Explore Meridian Wealth Advisors's company overview page for more information.

What is Meridian Wealth Advisors's most common email format?

Meridian Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meridian Wealth Advisors email formats with LeadIQ.

How many employees does Meridian Wealth Advisors have currently?

Meridian Wealth Advisors has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Meridian Wealth Advisors's key employees and leadership?

As of August 2026, Meridian Wealth Advisors's key employees include:

Chief Executive Officer: J. T.
Client Relationship Manager: A. C.
Client Advisor & Portfolio Analyst: J. W.
Associate Wealth Advisor: S. B.
Client Relationship & Operations Associate: S. O.

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Meridian Wealth Advisors Employee Directory

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