Brian Kohute
Meridian Wealth Partners · East Norriton, Pennsylvania
Brian Kohute is a fee-only financial advisor at Meridian Wealth Partners in East Norriton, Pennsylvania, who holds the CFA credential. Meridian Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Wealth Partners |
|---|---|
| Based in | East Norriton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.37B across 2,105 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 4163553 |
| Exams passed | Series 66 (2000) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.meridianwealthpartners.com |
How Brian's firm compares
- Meridian Wealth Partners's average account is about $650,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Brian
Is Brian Kohute a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Meridian Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Meridian Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Kohute based?
Brian Kohute is based in East Norriton, Pennsylvania.
What credentials does Brian Kohute hold?
Brian Kohute holds the CFA credential.
Is Brian Kohute registered with the SEC?
Yes. Brian Kohute is registered as an investment adviser representative in PA (CRD 4163553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Partners manage?
Meridian Wealth Partners reports $1.37B across 2,105 accounts in assets under management.
How do I contact Brian Kohute?
Through Brian's website, www.meridianwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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