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Managing Director (officer)/chief Compliance Officer · Meridian Wealth Partners, LLC

Brian T. Kohute

CRD 4163553 · Named on Form ADV at one SEC-registered adviser

At a glance

Meridian Wealth Partners, LLC, an SEC-registered wealth manager based in East Norriton, PA with $1.4 billion in regulatory assets, lists Brian T. Kohute on its Form ADV as Managing Director (officer)/chief Compliance Officer, a control person.

Firms and roles

  • Meridian Wealth Partners, LLCManaging Director (officer)/chief Compliance OfficerWealth manager · East Norriton, PA · $1.4B in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.