Meridian Financial Partners LLC
Meridian Financial Partners LLC is an SEC-registered wealth manager in Warrenton, VA with $627.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Meridian Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281969, SEC 801-107287, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $627.6M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Warrenton, VA
- Employees
- 7
- Clients
- 583
- CRD
- 281969
- Ownership
- YAKEL, SARAH, JEAN; GILBERT, NATHANIEL, SCOTT; YAKEL, JONATHAN, DAVID; Irving, Sarah, Glover; THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024
How much AUM does Meridian Financial Partners LLC have?
Meridian Financial Partners LLC reported $627.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Meridian Financial Partners LLC?
Disclosed owners and executives of Meridian Financial Partners LLC include YAKEL, SARAH, JEAN, GILBERT, NATHANIEL, SCOTT, YAKEL, JONATHAN, DAVID, Irving, Sarah, Glover, THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.