Meridian Wealth Advisors, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 336
- Avg AUM / client
- $5.2M
- Accounts
- 1,539
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $30.8M | 1.77% |
| High net worth individuals | 237 | $1.6B | 94.3% |
| Charitable organizations | 8 | $60.1M | 3.46% |
| Corporations and other businesses | Fewer than 5 clients | $8.7M | 0.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carlson, Brigance & Doering, Inc. Retirement Plan Carlson, Brigance & Doering, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua L Galatzan | Managing Partner/Managing Member/Chief Compliance Officer | Dec 2015 (11y) | 25% – 50% | |
| Meagan Kenny Moll | Managing Partner/ Member | CFP | Dec 2015 (11y) | 5% – 10% |
| Kerwin Randolph Price | Managing Partner/ Member | Jan 2018 (9y) | 10% – 25% | |
| Brian Noonan | Partner | Jun 2019 (7y) | ≈ 18.75% – 50% via Crn Management, Llc | |
| Angela Michele Cruz | Registered representative | Jan 2018 (9y) | ||
| Jacqueline Waterland Gordon | Registered representative | CFA | Apr 2019 (7y) | |
| Sophie G Brooks Ames | Registered representative | CFP | Jun 2019 (7y) | |
| Alexander Thomas Price | Registered representative | Mar 2025 (1y) | ||
| Edward Scott Budd | Registered representative | CFP | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crn Management, Llc | Member | Jun 2019 | A | 25% – 50% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Noonan: 75% – 100% of Crn Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carlson, Brigance & Doering, Inc. Retirement Plan | Carlson, Brigance & Doering, Inc. | 110 | $11.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $882M (51% of AUM) Apr 2026
- Raymond James $568M (33% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗