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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MERIDIAN WEALTH PARTNERS, LLC

CRD 287768

EAST NORRITON, PA

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Search this name across graphsid dfx:ria:652ce550-2721-30fd-ff4e-bdd21c20e0c4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 5
On other graphs: 0
Observed: Feb 22, 2017 to Jul 1, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.31 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $926MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $137Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,105
Individual clients: 405
High net worth clients: 302
Custody, client assets: $302M
SEC number: 801-110067
CIK: 1781942
CRD: 287768
Filings on the tape: 36
First filed: Feb 22, 2017
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL J MCCUSKER	Certified Financial Planner	EAST NORRITON, PA	9	25	4	no
HEATHER TRACEY	n/a	EAST NORRITON, PA	9	26	1	no
KENNETH Charles AMBROGI	n/a	EAST NORRITON, PA	9	10	n/a	no
BRIAN TIMOTHY KOHUTE	Chartered Financial Analyst	EAST NORRITON, PA	9	26	1	no
Peter James Derby	n/a	EAST NORRITON, PA	6	11	n/a	no
ANTHONY MICHAEL PERHACS	n/a	EAST NORRITON, PA	3	12	n/a	no
William Robert Tatlonghari	n/a	EAST NORRITON, PA	1	11	n/a	no
DAVID MARTIN CAMPBELL	n/a	EAST NORRITON, PA	1	33	n/a	no
Marlon Isaac Rose	n/a	EAST NORRITON, PA \| MALVERN, PA	1	11	n/a	no
Catherine Delany	n/a	EAST NORRITON, PA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMBROGI, KENNETH, Charles	CHIEF INVESTMENT OFFICER	Na	yes	01/2025	Jul 1, 2026	Jul 1, 2026
Annas, Christopher, James	MANAGER (BOARD)	Na	yes	01/2017	Jul 1, 2026	Jul 1, 2026
CAMPBELL, DAVID, MARTIN	SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES	Na	yes	06/2025	Jul 1, 2026	Jul 1, 2026
GARROWAY, DANIEL, LEONARD	MANAGER (BOARD)	Na	yes	11/2024	Jul 1, 2026	Jul 1, 2026
KOHUTE, BRIAN, TIMOTHY	MANAGING DIRECTOR COMPLIANCE OFFICER	Na	yes	04/2017	Jul 1, 2026	Jul 1, 2026
MERIDIAN BANK	OWNER/PARENT	E	yes	01/2017	Jul 1, 2026	Jul 1, 2026
SCHOLL, DANIEL, F	MANAGING DIRECTOR	Na	yes	08/2025	Jul 1, 2026	Jul 1, 2026
Curry, Michael, Joseph	MANAGER (BOARD)	Na	yes	01/2017	Feb 22, 2017	Dec 4, 2024
HELLER, JAY, L	MANAGING DIRECTOR (OFFICER)	Na	yes	04/2017	Apr 5, 2017	Dec 4, 2024
Kochka, Charles, Douglas	MANAGER (BOARD)	Na	yes	01/2017	Feb 22, 2017	Dec 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MERIDIAN BANK	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Malvern	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$1.4B	$1.3B	13	11	2	n/a	n/a
2024	Apr 28, 2025	$1.3B	$1.2B	12	9	1	n/a	n/a
2023	Feb 29, 2024	$1.1B	$1.1B	11	9	1	n/a	n/a
2022	Mar 15, 2023	$906M	$864M	11	9	0	n/a	n/a
2021	Mar 29, 2022	$985M	$926M	11	9	0	n/a	n/a
2020	Mar 15, 2021	$831M	$774M	12	9	0	n/a	n/a
2019	Mar 27, 2020	$717M	$654M	12	9	1	n/a	n/a
2018	Mar 21, 2019	$556M	$510M	11	10	1	n/a	n/a
2017	Mar 26, 2018	$662M	$641M	11	10	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.3B	9.0%	$906M	14.8%	13	12	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HJ WEALTH MANAGEMENT LLC	3	Dec 7, 2017	Apr 10, 2017	PLYMOUTH MEETING, PA	Firm absorbed	Other	100.0%

Relationships

Registered with (13)

← Catherine DelanyAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← Marlon Isaac RoseAdvisorregistration: current employment
Sep 5, 2025 to presentfactForm ADV
← DAVID MARTIN CAMPBELLAdvisorregistration: current employment
Jun 6, 2025 to presentfactForm ADV
← William Robert TatlonghariAdvisorregistration: current employment
Jan 28, 2025 to presentfactForm ADV
← ANTHONY MICHAEL PERHACSAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← Peter James DerbyAdvisorregistration: current employment
Aug 18, 2020 to presentfactForm ADV
← BRIAN TIMOTHY KOHUTEAdvisorregistration: current employment
Apr 10, 2017 to presentfactForm ADV
← DANIEL J MCCUSKERAdvisorregistration: current employment
Apr 6, 2017 to presentfactForm ADV
← HEATHER TRACEYAdvisorregistration: current employment
Apr 6, 2017 to presentfactForm ADV
← KENNETH Charles AMBROGIAdvisorregistration: current employment
Apr 6, 2017 to presentfactForm ADV
← PAUL KENNETH KINGSTONAdvisorregistration: previous registration
Apr 6, 2017 to Dec 4, 2024factForm ADV
← Garrett Scott SmithAdvisorregistration: previous registration
Feb 28, 2020 to Jan 17, 2024factForm ADV
← NICHOLAS PORRETTAAdvisorregistration: previous registration
Oct 14, 2017 to Jan 24, 2020factForm ADV

Controls (6)

← HELLER, JAY, LOwnerMANAGING DIRECTOR (OFFICER), ownership code NA, individual
Apr 5, 2017 to Dec 4, 2024factForm ADV
← KOHUTE, BRIAN, TIMOTHYOwnerMANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 5, 2017 to Dec 4, 2024factForm ADV
← Kochka, Charles, DouglasOwnerMANAGER (BOARD), ownership code NA, individual
Feb 22, 2017 to Dec 4, 2024factForm ADV
← Annas, Christopher, JamesOwnerMANAGER (BOARD), ownership code NA, individual
Feb 22, 2017 to Dec 4, 2024factForm ADV
← Curry, Michael, JosephOwnerMANAGER (BOARD), ownership code NA, individual
Feb 22, 2017 to Dec 4, 2024factForm ADV
← MERIDIAN BANKOwnerOWNER/PARENT, ownership code E, domestic entity
Feb 22, 2017 to Dec 4, 2024factForm ADV

Moved with (1)

← HJ WEALTH MANAGEMENT LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 7, 2017 to Apr 10, 2017factForm ADV

Dated events

Occurred
Dec 4, 2024
Advisor changed firm
Paul Kenneth Kingston left Meridian Wealth Partners, Llc for Alvin Clay Financial Advisors, Llc (registered 2025-01-14)
Form ADVobserved 5 days ago
Occurred
Jan 17, 2024
Advisor changed firm
Garrett Scott Smith left Meridian Wealth Partners, Llc for Charles Schwab & Co., Inc. (registered 2024-01-24)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Control person left
Joseph Edward Carpoletti (Managing Director (Officer)) no longer on Schedule A of Meridian Wealth Partners, Llc (listed 2020-05-01, absent 2020-06-01)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Meridian Wealth Partners, Llc reported RAUM $717.2M, up 29% from $555.7M (2019-09-05 to 2020-03-27)
Form ADVobserved 5 days ago
$161M
Occurred
Feb 22, 2017
First Form ADV filing
Meridian Wealth Partners, Llc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:652ce550-2721-30fd-ff4e-bdd21c20e0c4
First observed: Feb 22, 2017
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIDIAN WEALTH PARTNERS, LLC

CRD 287768

EAST NORRITON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:652ce550-2721-30fd-ff4e-bdd21c20e0c4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL J MCCUSKER

Certified Financial Planner

EAST NORRITON, PA

HEATHER TRACEY

n/a

EAST NORRITON, PA

KENNETH Charles AMBROGI

n/a

EAST NORRITON, PA

n/a

BRIAN TIMOTHY KOHUTE

Chartered Financial Analyst

EAST NORRITON, PA

Peter James Derby

n/a

EAST NORRITON, PA

n/a

ANTHONY MICHAEL PERHACS

n/a

EAST NORRITON, PA

n/a

William Robert Tatlonghari

n/a

EAST NORRITON, PA

n/a

DAVID MARTIN CAMPBELL

n/a

EAST NORRITON, PA

n/a

Marlon Isaac Rose

n/a

EAST NORRITON, PA | MALVERN, PA

n/a

Catherine Delany

n/a

EAST NORRITON, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMBROGI, KENNETH, Charles

CHIEF INVESTMENT OFFICER

yes

01/2025

Jul 1, 2026

Annas, Christopher, James

MANAGER (BOARD)

yes

01/2017

Jul 1, 2026

CAMPBELL, DAVID, MARTIN

SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES

yes

06/2025

Jul 1, 2026

GARROWAY, DANIEL, LEONARD

MANAGER (BOARD)

yes

11/2024

Jul 1, 2026

KOHUTE, BRIAN, TIMOTHY

MANAGING DIRECTOR COMPLIANCE OFFICER

yes

04/2017

Jul 1, 2026

MERIDIAN BANK

OWNER/PARENT

yes

01/2017

Jul 1, 2026

SCHOLL, DANIEL, F

MANAGING DIRECTOR

yes

08/2025

Jul 1, 2026

Curry, Michael, Joseph

MANAGER (BOARD)

yes

01/2017

Feb 22, 2017

Dec 4, 2024

HELLER, JAY, L

MANAGING DIRECTOR (OFFICER)

yes

04/2017

Apr 5, 2017

Dec 4, 2024

Kochka, Charles, Douglas

MANAGER (BOARD)

yes

01/2017

Feb 22, 2017

Dec 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MERIDIAN BANK

n/a

City

State

Country

Employees

Also broker-dealer

Malvern

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$1.4B

$1.3B

n/a

2024

Apr 28, 2025

$1.3B

$1.2B

n/a

2023

Feb 29, 2024

$1.1B

n/a

2022

Mar 15, 2023

$906M

$864M

n/a

2021

Mar 29, 2022

$985M

$926M

n/a

2020

Mar 15, 2021

$831M

$774M

n/a

2019

Mar 27, 2020

$717M

$654M

n/a

2018

Mar 21, 2019

$556M

$510M

n/a

2017

Mar 26, 2018

$662M

$641M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.3B

9.0%

$906M

14.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HJ WEALTH MANAGEMENT LLC

Dec 7, 2017

Apr 10, 2017

PLYMOUTH MEETING, PA

Firm absorbed

Other

100.0%