Wealth manager, independent · Austin, TX
Meridian Wealth Advisors, LLC
SEC-registered investment adviser · CRD 282609 · SEC 801-107344
At a glance
Meridian Wealth Advisors, LLC is an SEC-registered investment adviser based in Austin, Texas, with $1.7B in regulatory assets under management as of its Form ADV filed April 30, 2026. It reports 328 individual clients, 237 of them high-net-worth, holding an average of about $5.1 million each, and 12 employees. That ranks it 631st among the nation’s 5,657 independent wealth management RIAs and 42nd of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Raymond James.
Main office 512-717-5580meridianadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #631 of 5,657
- Rank among all SEC RIAs
- #3,933 of 17,210
- Rank in Texas
- #42 of 367
- Individual clients
- 328
- High-net-worth clients
- 237
- Accounts
- 1,539
- Discretionary
- 99% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Joshua L GalatzanChief Executive Officer/managing Partner/managing Member
- Meagan K. MollManaging Partner/ Member
- Kerwin R. PriceManaging Partner/ Member
- Deanna L. GaleChief Compliance Officer and Director of Operations
Custody and brokerage
Broker-dealer
No broker-dealer ties
Meridian Wealth Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 237 | $1.6B | 94% |
| Charitable organizations | 8 | $60M | 3% |
| Individuals | 91 | $31M | 2% |
| Corporations or other businesses | – | $9M | <1% |
Disciplinary disclosures
Meridian Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗meridianadvisors.com ↗
AtlasMembers
The full record on Meridian Wealth Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,248 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| View Capital RIA, LPDallas | $1.8B | 135 |
| Financial SynergiesHouston | $1.8B | 927 |
| GDS Wealth ManagementFlower Mound | $1.8B | 1,078 |
| LEE Financial Company, LLCDallas | $1.7B | 428 |
| Tanglewood Total Wealth Management, Inc.Houston | $1.6B | 417 |
| Astra Wealth Management GroupPlano | $1.6B | 964 |
Background
Questions
How much does Meridian Wealth Advisors, LLC manage?
Meridian Wealth Advisors, LLC reports $1.7B in regulatory assets under management across 1,539 accounts, 99% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
How many clients does Meridian Wealth Advisors, LLC have?
It reports 328 individual clients: 237 high-net-worth individuals and 91 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Meridian Wealth Advisors, LLC headquartered?
Its main office is in Austin, Texas. It reports 1 office in total and 12 employees, 9 of whom perform investment advisory functions.
How does Meridian Wealth Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Meridian Wealth Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Raymond James. On Schedule D of its Form ADV filed April 30, 2026, it reports these amounts held: Fidelity ($882M); Raymond James ($568M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Meridian Wealth Advisors, LLC a hybrid RIA with a broker-dealer?
Meridian Wealth Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Meridian Wealth Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Meridian Wealth Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Meridian Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →