Meridian Wealth Advisors
Investment Management • 
Austin, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746, US |
| Phone number | +1787463361 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Meridian Wealth Advisors
Josh Galatzan
Managing Partner & Founder
Jackie Waterland Gordon
Director & Senior Client Advisor
Deanna Gale
Director Of Compliance And Operations
Meridian Wealth Advisors Email Formats
Meridian Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@meridianadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@meridianadvisors.com | 100% |
About Meridian Wealth Advisors
Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
Meridian Wealth Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Meridian Wealth Advisors has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Meridian Wealth Advisors has never raised funding before.
Meridian Wealth Advisors Tech Stack
Discover the technologies and tools that power Meridian Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Livestreaming
JavaScript libraries
JavaScript libraries
Security
Analytics
Web frameworks
CDN
PaaS
Tag managers
Hosting
United Kingdom
Frequently asked questions
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