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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MERIDIAN WEALTH ADVISORS, LLC

CRD 282609

AUSTIN, TX

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:faf6ff05-63a8-3529-b416-79d131030ff8

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Feb 23, 2016 to Apr 30, 2026
33 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=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $193Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,539
Individual clients: 91
High net worth clients: 237
Custody, client assets: $483M
SEC number: 801-107344
CIK: 1768095
CRD: 282609
Filings on the tape: 33
First filed: Feb 23, 2016
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, TX

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
JOSHUA L GALATZAN	n/a	AUSTIN, TX	10	26	2	no
MEAGAN KENNY MOLL	Certified Financial Planner	AUSTIN, TX	10	23	1	no
ANGELA MICHELE CRUZ	n/a	AUSTIN, TX	8	25	1	no
KERWIN RANDOLPH PRICE	n/a	AUSTIN, TX	8	38	1	no
JACQUELINE WATERLAND GORDON	Chartered Financial Analyst	AUSTIN, TX	7	10	n/a	no
SOPHIE G BROOKS-AMES	Certified Financial Planner	AUSTIN, TX	7	13	2	no
BRIAN NOONAN	n/a	AUSTIN, TX	7	15	1	no
ALEXANDER THOMAS PRICE	n/a	AUSTIN, TX	1	13	2	no
Edward Scott Budd	Certified Financial Planner	AUSTIN, TX	0	10	2	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
CRN MANAGEMENT, LLC	Member	C	yes	06/2019	Apr 30, 2026	Apr 30, 2026
GALATZAN, JOSHUA, L	CHIEF EXECUTIVE OFFICER/MANAGING PARTNER/MANAGING MEMBER	C	yes	12/2015	Apr 30, 2026	Apr 30, 2026
GALE, DEANNA, LASCHELL	CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS	Na	yes	03/2026	Apr 30, 2026	Apr 30, 2026
MOLL, MEAGAN, KENNY	MANAGING PARTNER/ MEMBER	B	yes	12/2015	Apr 30, 2026	Apr 30, 2026
PRICE, KERWIN, RANDOLPH	MANAGING PARTNER/ MEMBER	A	yes	01/2018	Apr 30, 2026	Apr 30, 2026
NOONAN, BRIAN	Partner	E	yes	06/2019	Jul 3, 2019	Aug 23, 2024

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 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$1.7B	$1.7B	12	9	0	n/a	n/a
2024	Mar 20, 2025	$1.5B	$1.4B	13	9	0	n/a	n/a
2023	Mar 7, 2024	$1.2B	$1.2B	11	8	0	n/a	n/a
2022	Mar 24, 2023	$1.1B	$1.0B	11	8	0	n/a	n/a
2021	Mar 24, 2022	$1.0B	$1.0B	9	7	0	n/a	n/a
2020	Mar 24, 2021	$874M	$840M	9	7	0	n/a	n/a
2019	Mar 28, 2020	$698M	$662M	7	7	0	n/a	n/a
2018	Mar 22, 2019	$349M	$327M	5	4	0	n/a	n/a
2017	Mar 26, 2018	$373M	$347M	5	4	0	n/a	n/a
2016	Mar 15, 2017	$133M	$110M	3	3	n/a	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
1	0	1	0.0%	0	0	0	2	0

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	$1.7B	$1.5B	19.8%	$1.1B	17.9%	12	13	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	2	Dec 31, 2017	Jan 3, 2018	AUSTIN, TX	Team lift out	Other	0.1%
RAYMOND JAMES & ASSOCIATES, INC.	2	Mar 31, 2016	Mar 30, 2016	AUSTIN, TX	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (9)

← Edward Scott BuddAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← ALEXANDER THOMAS PRICEAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← BRIAN NOONANAdvisorregistration: current employment
Jun 21, 2019 to presentfactForm ADV
← SOPHIE G BROOKS-AMESAdvisorregistration: current employment
Jun 13, 2019 to presentfactForm ADV
← JACQUELINE WATERLAND GORDONAdvisorregistration: current employment
Apr 29, 2019 to presentfactForm ADV
← KERWIN RANDOLPH PRICEAdvisorregistration: current employment
Jan 3, 2018 to presentfactForm ADV
← ANGELA MICHELE CRUZAdvisorregistration: current employment
Jan 2, 2018 to presentfactForm ADV
← JOSHUA L GALATZANAdvisorregistration: current employment
Mar 30, 2016 to presentfactForm ADV
← MEAGAN KENNY MOLLAdvisorregistration: current employment
Mar 30, 2016 to presentfactForm ADV

Controls (5)

← PRICE, KERWIN, RANDOLPHOwnerMANAGING PARTNER/ MEMBER, ownership code B, individual
Mar 26, 2018 to Aug 23, 2024factForm ADV
← GALATZAN, JOSHUA, LOwnerMANAGING PARTNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 23, 2016 to Aug 23, 2024factForm ADV
← MOLL, MEAGAN, KENNYOwnerMANAGING PARTNER/ MEMBER, ownership code A, individual
Feb 23, 2016 to Aug 23, 2024factForm ADV
← NOONAN, BRIANOwnerPARTNER, ownership code E, individual
Jul 3, 2019 to Aug 23, 2024factForm ADV
← CRN MANAGEMENT, LLCOwnerMEMBER, ownership code C, domestic entity
Jul 3, 2019 to Aug 23, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser2 advisors, team lift out, same day
Dec 31, 2017 to Jan 3, 2018factForm ADV

Dated events

Occurred
Mar 24, 2021
Regulatory AUM changed
Meridian Wealth Advisors, Llc reported RAUM $873.5M, up 25% from $697.8M (2020-05-26 to 2021-03-24)
Form ADVobserved 6 days ago
$176M
Occurred
Mar 28, 2020
Regulatory AUM changed
Meridian Wealth Advisors, Llc reported RAUM $697.8M, up 90% from $367.6M (2019-11-01 to 2020-03-28)
Form ADVobserved 6 days ago
$330M
Occurred
Jul 3, 2019
Control person joined
Brian Noonan (Partner) appeared on Schedule A of Meridian Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 26, 2018
Regulatory AUM changed
Meridian Wealth Advisors, Llc reported RAUM $373.4M, up 181% from $133.0M (2018-01-04 to 2018-03-26)
Form ADVobserved 6 days ago
$240M
Occurred
Feb 23, 2016
First Form ADV filing
Jlg Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:faf6ff05-63a8-3529-b416-79d131030ff8
First observed: Feb 23, 2016
Last observed: Apr 30, 2026 4 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 ADVISORS, LLC

CRD 282609

AUSTIN, TX

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:faf6ff05-63a8-3529-b416-79d131030ff8

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA L GALATZAN

n/a

AUSTIN, TX

MEAGAN KENNY MOLL

Certified Financial Planner

AUSTIN, TX

ANGELA MICHELE CRUZ

n/a

AUSTIN, TX

KERWIN RANDOLPH PRICE

n/a

AUSTIN, TX

JACQUELINE WATERLAND GORDON

Chartered Financial Analyst

AUSTIN, TX

n/a

SOPHIE G BROOKS-AMES

Certified Financial Planner

AUSTIN, TX

BRIAN NOONAN

n/a

AUSTIN, TX

ALEXANDER THOMAS PRICE

n/a

AUSTIN, TX

Edward Scott Budd

Certified Financial Planner

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRN MANAGEMENT, LLC

Member

yes

06/2019

Apr 30, 2026

GALATZAN, JOSHUA, L

CHIEF EXECUTIVE OFFICER/MANAGING PARTNER/MANAGING MEMBER

yes

12/2015

Apr 30, 2026

GALE, DEANNA, LASCHELL

CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS

yes

03/2026

Apr 30, 2026

MOLL, MEAGAN, KENNY

MANAGING PARTNER/ MEMBER

yes

12/2015

Apr 30, 2026

PRICE, KERWIN, RANDOLPH

MANAGING PARTNER/ MEMBER

yes

01/2018

Apr 30, 2026

NOONAN, BRIAN

Partner

yes

06/2019

Jul 3, 2019

Aug 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$1.7B

n/a

2024

Mar 20, 2025

$1.5B

$1.4B

n/a

2023

Mar 7, 2024

$1.2B

n/a

2022

Mar 24, 2023

$1.1B

$1.0B

n/a

2021

Mar 24, 2022

$1.0B

n/a

2020

Mar 24, 2021

$874M

$840M

n/a

2019

Mar 28, 2020

$698M

$662M

n/a

2018

Mar 22, 2019

$349M

$327M

n/a

2017

Mar 26, 2018

$373M

$347M

n/a

2016

Mar 15, 2017

$133M

$110M

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

$1.7B

$1.5B

19.8%

$1.1B

17.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Dec 31, 2017

Jan 3, 2018

AUSTIN, TX

Team lift out

Other

0.1%

RAYMOND JAMES & ASSOCIATES, INC.

Mar 31, 2016

Mar 30, 2016

AUSTIN, TX

Team lift out

Ibd to new firm

0.1%