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Chief Executive Officer/managing Partner/managing Member · Meridian Wealth Advisors, LLC

Joshua L Galatzan

CRD 4214680 · Named on Form ADV at one SEC-registered adviser

At a glance

Meridian Wealth Advisors, LLC, an SEC-registered wealth manager based in Austin, TX with $1.7 billion in regulatory assets, lists Joshua L Galatzan on its Form ADV as Chief Executive Officer/managing Partner/managing Member, a control person.

Firms and roles

AtlasMembers

Joshua’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
1 firmLocked
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

  • Meagan K. MollManaging Partner/ Member, Meridian Wealth Advisors, LLC
  • Kerwin R. PriceManaging Partner/ Member, Meridian Wealth Advisors, LLC
  • Deanna L. GaleChief Compliance Officer and Director of Operations, Meridian Wealth Advisors, LLC

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