Form ADV Part 2A — Firm Brochure

Material Changes Since Last Annual Update

This section describes material changes since the firm's last annual amendment dated March 31, 2024:

• Updated firm assets under management figures as of December 31, 2024.
• Updated the description of our investment advisory services to reflect the addition of model-based tax-loss harvesting overlays for certain client accounts.
• Updated our fee schedule and Item 5 disclosures to reflect minor adjustments to the breakpoints for advisory fees on accounts above $5,000,000.

A full copy of our current brochure is available on request and on the SEC's IAPD database.

How to Obtain the Complete Brochure

The full Form ADV Part 2A is a detailed regulatory document covering the following items, as required by the SEC:

• Item 1 — Cover Page
• Item 2 — Material Changes
• Item 3 — Table of Contents
• Item 4 — Advisory Business
• Item 5 — Fees and Compensation
• Item 6 — Performance-Based Fees and Side-by-Side Management
• Item 7 — Types of Clients
• Item 8 — Methods of Analysis, Investment Strategies, and Risk of Loss
• Item 9 — Disciplinary Information
• Item 10 — Other Financial Industry Activities and Affiliations
• Item 11 — Code of Ethics, Participation or Interest in Client Transactions, and Personal Trading
• Item 12 — Brokerage Practices
• Item 13 — Review of Accounts
• Item 14 — Client Referrals and Other Compensation
• Item 15 — Custody
• Item 16 — Investment Discretion
• Item 17 — Voting Client Securities
• Item 18 — Financial Information

You may obtain the complete current Form ADV Part 2A by:

• Downloading it from the SEC's IAPD database at adviserinfo.sec.gov
• Contacting our compliance department at (860) 555-0100
• Emailing compliance@meridianwealthpartners.com
• Writing to: Meridian Wealth Partners, LLC, Attn: Compliance, 100 Constitution Plaza, Suite 800, Hartford, CT 06103

We will provide the brochure free of charge on request.

Annual Delivery to Clients

SEC rules require that we offer all current clients a current copy of this brochure annually and that we deliver an updated brochure or summary of material changes within 120 days of the end of our fiscal year. We satisfy this obligation by sending current clients a written summary of material changes each year, along with instructions for obtaining the full current brochure.

Related Documents

• Form CRS — Client Relationship Summary — a brief plain-English summary of our services, fees, conflicts, and disciplinary history
• Form ADV Part 2B — Brochure Supplements — background information on our advisory personnel
• State Disclosures — supplemental disclosures for clients in certain states
• Privacy Policy — how we collect, use, and protect personal information