Meridian Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

416

Total plan assets

$35.4M

Filings (rows)

Direct comp

$64K

Indirect comp

Showing only "MERIDIAN WEALTH ADVISORS"

View all 3 variants aggregated →

MERIDIAN WEALTH MANAGEMENT24 MERIDIAN WEALTH PARTNERS14 MERIDIAN WEALTH ADVISORS5

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Carlson, Brigance & Doering, Inc. Carlson, Brigance & Doering, Inc. Retirement Plan · all filings	AUSTIN, TX	Advisor / Consultant	110	$11.1M	$25K	$0
Carlson, Brigance & Doering, Inc. Carlson, Brigance & Doering, Inc. Retirement Plan · all filings	AUSTIN, TX	Advisor / Consultant	116	$9.5M	$20K	$0
Carlson, Brigance & Doering, Inc. Carlson, Brigance & Doering, Inc. Retirement Plan · all filings	AUSTIN, TX	Advisor / Consultant	110	$7.7M	$19K	$0
RGV Adult & Internal Medicine Specialists, PA RGV Adult & Internal Medicine Specialists, PA 401(k) Profit Sharing Plan · all filings	WESLACO, TX	Advisor / Consultant	80	$7.0M	$0	$0
RGV Adult & Internal Medicine Specialists, PA RGV Adult & Internal Medicine Specialists, PA 401(k) Profit Sharing Plan · all filings	WESLACO, TX	Advisor / Consultant	0	$0	$0	$0