Meridian Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3600 N Capital of Texas Hwy Ste B150, Au...

Phone Number

(512) 717-5580

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Meridian Wealth Advisors

Meridian Wealth Advisors LLC is an independent firm based in Austin, TX, dedicated to serving high net worth clients by providing comprehensive investment management, tax planning, and estate planning services. The firm operates with a fiduciary responsibility, ensuring that all advice is objective and in the best interests of its clients, while being compensated on a fee-only basis to avoid conflicts of interest. Meridian Wealth Advisors emphasizes prudent investment strategies, consistent communication, and the protection of client privacy. Their commitment is to deliver a customized wealth plan and an extraordinary client experience.Explore more
Meridian Wealth Advisors's Social MediaPopular SearchesMeridian Wealth Advisors LLCMeridian Wealth AdvisorsMeridian Advisors LLCMeridian WealthMeridian Advisers IncSIC Code 62,628NAICS Code 52,523Show more

Meridian Wealth Advisors Org Chart

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Portfolio & Investment Strategist

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Managing Partner

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Wealth Advisor

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Compare Similar Companies to Meridian Wealth Advisors

Compare insights from companies similar to Meridian Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Meridian Wealth Advisors

<$5M
1-10
Private
-
2016
AC
Angela CruzTeam Member
$5.4M
11-50
Private
<$5M
2008
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Meridian Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Meridian Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Meridian Wealth Advisors.

Meridian Wealth Advisors Tech Stack

A closer look at the technologies used by Meridian Wealth Advisors

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Frequently Asked Questions Regarding Meridian Wealth Advisors

What is Meridian Wealth Advisors's official website?
Meridian Wealth Advisors's official website is www.meridianadvisors.com
What is Meridian Wealth Advisors's Revenue?
Meridian Wealth Advisors's revenue is <$5 Million
What is Meridian Wealth Advisors's SIC code?
Meridian Wealth Advisors's SIC: 62,628
What is Meridian Wealth Advisors's NAICS code?
Meridian Wealth Advisors's NAICS: 52,523
How many employees does Meridian Wealth Advisors have?
Meridian Wealth Advisors has 1-10 employees
What industry does Meridian Wealth Advisors belong to?
Meridian Wealth Advisors is in the industry of: Finance, Securities Trading
What is Meridian Wealth Advisors competition?
Meridian Wealth Advisors top competitors include: Selkirk Wealth Advisors, Pillar Wealth Management, Covenant Wealth Advisors, Bay Harbor Wealth Management
What technology does Meridian Wealth Advisors use?
Some of the popular technologies that Meridian Wealth Advisors uses are: Ruxit, YouTube, Microsoft 365, Vimeo
How do I contact Meridian Wealth Advisors?
Meridian Wealth Advisors contact info: Phone number: (512) 717-5580 Website: www.meridianadvisors.com
What does Meridian Wealth Advisors do?

Meridian Wealth Advisors LLC is an independent firm based in Austin, TX, dedicated to serving high net worth clients by providing comprehensive investment management, tax planning, and estate planning services. The firm operates with a fiduciary responsibility, ensuring that all advice is objective and in the best interests of its clients, while be... ing compensated on a fee-only basis to avoid conflicts of interest. Meridian Wealth Advisors emphasizes prudent investment strategies, consistent communication, and the protection of client privacy. Their commitment is to deliver a customized wealth plan and an extraordinary client experience.Read More

What are Meridian Wealth Advisors social media links?
Meridian Wealth Advisors Linkedin page Meridian Wealth Advisors Twitter page Meridian Wealth Advisors Facebook page
Is Meridian Wealth Advisors a public company?
Meridian Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Meridian Wealth Advisors

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