Meridian Wealth Partners Revenue
Financial Services • 
United States • 11-20 Employees
Meridian Wealth Partners revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contacts at Meridian Wealth Partners
Daniel Mccusker
Director
Peter Derby
Director
Heather Tracey
Director Of Client Services
Company overview
| Headquarters | United States |
| Phone number | +16102724700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 11-20 |
| Socials |
Meridian Wealth Partners Email Formats
Meridian Wealth Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@meridianwealthpartners.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@meridianwealthpartners.com | 60% |
{first name}{last name} | johndoe@meridianwealthpartners.com | 40% |
About Meridian Wealth Partners
We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals. Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor. In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Meridian Wealth Partners has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Meridian Wealth Partners has never raised funding before.
Meridian Wealth Partners Tech Stack
Discover the technologies and tools that power Meridian Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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