Meridian Wealth Partners, LLC

CRD 287768 · East Norriton, PA · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 287768
SEC number: 801-110067
Firm type: RIA
Assets under management: $1.4B as of Apr 30, 2026
Website: www.linkedin.com/company/meridianwealthpartners ↗
Phone: 610-272-4700
Address: 301 East Germantown Pike, East Norriton, PA, 19401

Advisors at this firm

10 in our index · page 1 of 1

Kenneth Charles AmbrogiCRD 6515092 · East Norriton, PA

IA Registered
David Martin CampbellCRD 2272099 · East Norriton, PA

IA Registered
Peter James DerbyCRD 7234747 · East Norriton, PA

IA Registered
Brian Timothy KohuteCRD 4163553 · East Norriton, PA

IA RegisteredRegistration inactive
Daniel J MccuskerCRD 3261229 · East Norriton, PA

IA Registered
Anthony Michael PerhacsCRD 7259393 · East Norriton, PA

IA Registered
Marlon Isaac RoseCRD 8095618 · Malvern, PA

IA Registered
Daniel F SchollCRD 4752405 · East Norriton, PA

IA RegisteredRegistration inactive
Heather TraceyCRD 4584506 · East Norriton, PA

IA Registered
William Robert TatlonghariCRD 7908467 · East Norriton, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 287768 ↗ FINRA BrokerCheck record for firm CRD 287768 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.