Meridian Asset Management, LLC
Meridian Asset Management, LLC is an SEC-registered ria with $124.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Meridian Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154239, SEC 801-132834, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $124.0M (2026-02-17)
- Firm type
- Ria
- Employees
- 2
- Clients
- 62
- CRD
- 154239
- Ownership
- HARRIS, JAY, MATTHEW; HEESS, SCOTT, MARSHALL
How much AUM does Meridian Asset Management, LLC have?
Meridian Asset Management, LLC reported $124.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Meridian Asset Management, LLC?
Disclosed owners and executives of Meridian Asset Management, LLC include HARRIS, JAY, MATTHEW, HEESS, SCOTT, MARSHALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.