Meridian Venture Partners, Inc logo

Meridian Venture Partners, Inc

Updated today

Client assets under management

$4,725,963

Clients

75

0% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$63,013

About

Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high‑net‑worth individuals, and corporate/business clients. The firm manages approximately $5.24 million across about 75 client accounts and documents client objectives in an Investment Policy Statement for each engagement.

The firm commonly seeks discretionary authority to implement client Investment Policy Statements and employs multiple methods of analysis — including fundamental, technical, quantitative, and modern portfolio theory — to support strategies that range from long‑term equity and fixed‑income allocations to options, margin, short sales, and other trading strategies. Meridian also makes cryptocurrency exposure available to clients who request it and includes specialty investments such as real‑estate funds, venture capital funds, and private placements in its investment menu.

Noteworthy distinctions disclosed in the brochure include business affiliations outside the advisory business: one principal maintains accounting activities and multiple principals are licensed insurance agents affiliated with Universal Wealth, conflicts the firm states it discloses and monitors. The brochure also discloses a past regulatory action involving a principal for failure to report disciplinary history (resolved with a monetary penalty and subsequent unrestricted license), a disclosure that is less common among similarly sized supported advisers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Annuities

Fee options

Percentage

$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.05% $2,000,000 - $4,999,999: 0.90% $5,000,000+: 0.75%

Commissions

Insurance products sales through representatives with commissions; commissions are not primary source of advisory compensation

Project-based

Financial planning hourly fees between $100 and $1,000 per hour, negotiated

Other

Fee-only: Financial planning hourly fees between $100 and $1,000 per hour, negotiated

Main office location

Meridian Venture Partners, Inc

Long Beach CA, United States

Number of offices

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tiffany D

Series 63, Series 65

Long Beach, CA

Meridian Venture Partners, Inc

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Universal Wealth, Vantage Financial Alliance, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory role, she is co-owner and administrative assistant at Diamond Senior Living, where she assists with scheduling and procuring supplies. Meridian Venture Partners provides portfolio management and financial planning primarily to individual clients, utilizing a range of investment strategies across mutual funds, equities, fixed income, ETFs, real estate funds, venture capital, and cryptocurrency. The firm documents client goals through Investment Policy Statements and applies multiple analytical approaches to implement both long- and short-term strategies.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Victor E

Series 63, Series 65

Long Beach, CA

Meridian Venture Partners, Inc

Victor Espino is a financial advisor at Meridian Venture Partners, Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc and Universal Wealth. Outside of advisory work, he owns and operates The Tax Council, an accounting business. Meridian Venture Partners provides portfolio management and financial planning primarily to individual clients, offering a range of investment services including mutual funds, equities, fixed income, ETFs, real estate funds, venture capital/private placements, and cryptocurrency exposure upon client request. The firm uses various analytical approaches and may employ margin, options, and short-sale strategies while documenting client goals and risk tolerance in Investment Policy Statements.

Options & derivatives strategies Private / alternative investments Annuities
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