Marlon Rose
Meridian Wealth Partners · Malvern, Pennsylvania
Marlon Rose is a fee-only financial advisor at Meridian Wealth Partners in Malvern, Pennsylvania. Meridian Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marlon →
Facts
| Firm | Meridian Wealth Partners |
|---|---|
| Based in | Malvern, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.37B across 2,105 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8095618 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.meridianwealthpartners.com |
How Marlon's firm compares
- Meridian Wealth Partners's average account is about $650,000, from its Form ADV (assets managed divided by 2,105 accounts).
Request an introduction to Marlon
Tell Marlon a little about what you're looking for. Marlon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marlon
Is Marlon Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marlon 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 Marlon charge for financial advice?
Marlon's firm, Meridian Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marlon Rose based?
Marlon Rose is based in Malvern, Pennsylvania.
Is Marlon Rose registered with the SEC?
Yes. Marlon Rose is registered as an investment adviser representative in PA (CRD 8095618), 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 Marlon Rose?
Through Marlon'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.
See something wrong? Request a correction. Read our methodology.