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AP

Anthony M. Perhacs

MERIDIAN WEALTH PARTNERS
EXTON, PA 19341
Some features on this profile are disabled
CRD#: 7259393
AP

Professional summary

Anthony Michael Perhacs is a registered financial advisor currently at MERIDIAN WEALTH PARTNERS, LLC located in Exton, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Anthony has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Anthony Michael Perhacs'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®
None

Experience

Current

August 28, 2023 - Present

MERIDIAN WEALTH PARTNERS, LLC

Office #1: 367 Eagleview Boulevard Ste 202, Exton, PA 19341
RIA
CRD#: 287768
EXTON, PA

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 PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA
Registered Investment Advisory firm - (3/20/2017 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
Pennsylvania
(8/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2023
Uniform Investment Adviser Law Examination

Current Firm

MW
MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA
Registered Investment Advisory firm - (3/20/2017 Approved)
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Contact information

Main Address
367 Eagleview Boulevard Ste 202, Exton, PA 19341
Mailing Address
Phone number
(610) 272-4700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (17 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

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (4/28/2025)

Regulatory assets under management

Total Number of Accounts2,259
AUM (Assets Under Management)$ 1,255,735,728

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
08/23/2024
Cover Page
Report
10/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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 PARTNERS, LLC

CRD#: 287768Exton, PA 19341

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