Meridian Financial, LLC
Meridian Financial, LLC is an SEC-registered wealth manager in Holliston, MA with $283.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Meridian Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119679, SEC 801-117452, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $283.9M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Holliston, MA
- Employees
- 5
- Clients
- 177
- CRD
- 119679
- Ownership
- BRUGGEMAN, GEORGIA, GUYOTT; GRIFFITH, ANN, MARGARET
How much AUM does Meridian Financial, LLC have?
Meridian Financial, LLC reported $283.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Meridian Financial, LLC?
Disclosed owners and executives of Meridian Financial, LLC include BRUGGEMAN, GEORGIA, GUYOTT, GRIFFITH, ANN, MARGARET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.