Brian
Kohute

Meridian Wealth Partners, LLC

CRD#4163553
Investment Advisor
in Blue Bell, PA

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About this Advisor

Brian Kohute is a financial advisor based in Blue Bell, Pennsylvania, working with Meridian Wealth Partners, LLC. Brian has previously held positions at American Portfolios, Hj Wealth Management LLC, Meridian Wealth Partners, LLC, and Mutual Securities, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Brian is part of Meridian Wealth Partners, LLC, which operates out of Blue Bell, Pennsylvania. The firm has 1 office and 11 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meridian Wealth Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

653 Skippack Pike Ste 210
Blue Bell, PA 19422

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Meridian Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$1,118,721,297

PA Average: $15,833,994,310
Total Number of Employees

11

PA Average: 41
Total Number of Accounts

2,155

PA Average: 3,342
Average Account Size

$519,128

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Kohute Work History

2017 - Present (8 years)

Meridian Wealth Partners, LLC

2016 - 2016 (< 1 year)

Mutual Securities, Inc

2007 - 2016 (9 years)

American Portfolios

2005 - 2017 (12 years)

Hj Wealth Management LLC

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Disclosures

Please visit the SEC profile of Brian Kohute to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meridian Wealth Partners, LLC

Anthony Perhacs
Blue Bell, PA
Daniel Mccusker
Blue Bell, PA
Kenneth Ambrogi
Blue Bell, PA
Peter Derby
Blue Bell, PA
Paul Kingston
Blue Bell, PA
Brian Kohute
Blue Bell, PA
Jay Heller
Blue Bell, PA
Heather Tracey
Blue Bell, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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