# MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC of EAST NORRITON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 287768
- Type: SEC-registered investment adviser
- SEC file number: 801-110067
- Location: 301 EAST GERMANTOWN PIKE, STE 201, EAST NORRITON, PA, 19401
- Phone: 610-272-4700
- Latest filing: 2026-07-01
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $22.2M
- Clients: 13
- Accounts: 2,105

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Christopher James Annas | MANAGER (BOARD) | — |
| Brian Timothy Kohute | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | — |
| Kenneth Charles Ambrogi | CHIEF INVESTMENT OFFICER | — |
| Daniel F Scholl | MANAGING DIRECTOR | — |
| David Martin Campbell | SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES | — |
| Daniel Leonard Garroway | MANAGER (BOARD) | — |
| Charles Douglas Kochka | MANAGER (BOARD) | — |
| Michael Joseph Curry | MANAGER (BOARD) | — |
| Jay L Heller | MANAGING DIRECTOR (OFFICER) | — |
| HELLER LARRY L | MANAGING DIRECTOR (OFFICER) | — |
| KOHUTE BRIAN TIMOTHY | MANAGING DIRECTOR (OFFICER)/CHIEF COMPLIANCE OFFICER | — |
| Curry Michael Joseph | DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGER (BOARD) | — |
| Kochka Charles Douglas | DIRECTOR; MANAGER (BOARD) | — |
| Annas Christopher James | DIRECTOR; MANAGER (BOARD) | — |
| CARPOLETTI EDWARD JOSEPH | MANAGING DIRECTOR (OFFICER) | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2012-10-19 | regulatory | DURING MERIDIAN BANK'S (THE ADVISER'S PARENT) 2011 COMPLIANCE EXAMINATION BY THE FDIC, CERTAIN DEFICIENCIES IN THE BANK'S DOCUMENTATION, POLICIES AND PROCEDURES WERE NOTED BY THE FDIC. ON OCTOBER 19, 2012 THE BANK ENTERED INTO A CONSENT AGREEMENT WITH THE FDIC AND THE PENNSYLVANIA DEPARTMENT OF BANK… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287768/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287768/similar
- Related entities: https://search.stillhousedata.com/firm/287768/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287768

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.