Investment adviser · CRD 283845

6 MERIDIAN LLC

Investment adviser filing (IA)

WICHITA, KS, United States · Form ADV filed Jul 1, 2021

Regulatory AUM: $1.85B
Client accounts: 3,907
Employees: 23
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	489	$1,140,955,056	61.5%
Investment companies	4	$452,605,976	24.4%
Pooled investment vehicles	5	$115,375,116	6.2%
Corporations & businesses	8	$80,364,436	4.3%
Charities	4	$32,980,062	1.8%
Individuals	149	$31,863,818	1.7%

Filing source

Form ADV 1550987 · Jul 1, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jul 1, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

8301 E 21ST ST. NORTH, SUITE 150
WICHITA, KS, 67206, United States

CRD 283845

Filing source

Form ADV 1550987 · Jul 1, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.