MERIDIAN WEALTH ADVISORS, LLC

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Meridian Wealth Advisors is based out of Austin. Meridian Wealth Advisors is a large advisory firm with 207 clients and discretionary assets under management (AUM) of $347,670,000 (Form ADV from 2019-11-01). Their last reported 13F filing for Q3 2019 included $233,672,000 in managed 13F securities and a top 10 holdings concentration of 46.53%. Meridian Wealth Advisors's largest holding is ExxonMobil Corp. (Standard Oil of New Jersey) with shares held of 352,621. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $233.672 Million
  • Prior Market Value $143.362 Million
  • New Purchases38 stocks
  • Additional Purchases78 stocks
  • Sold out of15 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 46.53 %
  • Turnover % [1]:34.64%
  • Turnover Alt % [2]: 42.24 %
  • Time Held Top20:1.80 quarters
  • Time Held Top10:2.10 quarters
  • Time Held All:2.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MERIDIAN WEALTH ADVISORS, LLC
3600 NORTH CAPITAL OF TEXAS HIGHWAY BUILDING B, SUITE 150
AUSTIN TX    78746
Country: United States

Business Phone: 512-717-5580
Fax: 512-857-0559
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 207
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MERIDIAN WEALTH ADVISORS, LLC

ownership team - last updated 2019-07-03
Name Title Start Date Direct/Indirect % Ownership
GALATZAN, JOSHUA, L MANAGING PARTNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC MANAGING DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MOLL, MEAGAN, KENNY PARTNER/ MEMBER 12/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC VICE PRESIDENT direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC DIRECTOR direct 2015-12-01
PRICE, KERWIN, RANDOLPH MANAGING PARTNER/ MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH ADVISORS, LLC MANAGING PARTNER/ MEMBER direct 2018-01-01
CRN MANAGEMENT, LLC MEMBER 06/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH ADVISORS, LLC MEMBER direct 2019-06-01
NOONAN, BRIAN PARTNER CRN MANAGEMENT, LLC 06/01/2019 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH ADVISORS, LLC PARTNER indirect 2019-06-01

MERIDIAN WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
GALATZAN, JOSHUA, L MANAGING PARTNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 12/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC MANAGING DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MOLL, MEAGAN, KENNY PARTNER/ MEMBER 12/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC VICE PRESIDENT direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC DIRECTOR direct 2015-12-01
PRICE, KERWIN, RANDOLPH MANAGING PARTNER/ MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH ADVISORS, LLC MANAGING PARTNER/ MEMBER direct 2018-01-01

MERIDIAN WEALTH ADVISORS, LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
GALATZAN, JOSHUA, L MANAGING PARTNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 12/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC MANAGING DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2015-12-01
MOLL, MEAGAN, KENNY PARTNER/ MEMBER 12/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JLG GROUP, LLC VICE PRESIDENT direct 2015-12-01
MERIDIAN WEALTH ADVISORS, LLC DIRECTOR direct 2015-12-01
PRICE, KERWIN, RANDOLPH MANAGING PARTNER/ MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH ADVISORS, LLC MANAGING PARTNER/ MEMBER direct 2018-01-01

MERIDIAN WEALTH ADVISORS, LLC

ownership team - last updated 2018-01-04
Name Title Start Date Direct/Indirect % Ownership

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