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EB

Edward S. Budd

MERIDIAN WEALTH ADVISORS
Austin, TX 78746
Some features on this profile are disabled
CRD#: 6346098
EB

Professional summary

Edward Scott Budd, CFP® is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Edward has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Scott Budd's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

April 30, 2026 - Present

MERIDIAN WEALTH ADVISORS, LLC

Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746
RIA
CRD#: 282609
Austin, TX
Past

September 22, 2022 - April 28, 2026

OXBOW ADVISORS, LLC

RIA
CRD#: 156393
AUSTIN, TX
Past

May 4, 2022 - September 19, 2022

CWM, LLC

RIA
CRD#: 155344
OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH ADVISORS, LLC
JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA
Registered Investment Advisory firm - (3/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/30/2026)

Exams

Current Firm

MW
MERIDIAN WEALTH ADVISORS, LLC
JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA
Registered Investment Advisory firm - (3/4/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746
Mailing Address
Phone number
(512) 717-5580
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,440
AUM (Assets Under Management)$ 1,450,816,126

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609Austin, TX 78746

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