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William Robert Tatlonghari

Meridian Wealth Partners, LLC

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About William Robert Tatlonghari

William Robert Tatlonghari is an investment advisor representative with Meridian Wealth Partners, LLC based in Exton, PA. William Tatlonghari has been in the industry since 2024, and is registered with the state of PA. William Tatlonghari is a registered investment advisor representative at Meridian Wealth Partners, LLC and has specialized in the areas of Financial Planning, Pension Consulting and Selection of Other Advisers. Meridian Wealth Partners, LLC manages approximately $1,118,721,297 in assets and has a total of 62 clients.

Firm Information

William Tatlonghari is currently registered with Meridian Wealth Partners, LLC. Meridian Wealth Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm, headquartered in Blue Bell, PA, provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, trusts, and retirement plans. Meridian Wealth Partners manages approximately $1.12 billion in assets.
Meridian Wealth Partners, LLC

653 SKIPPACK PIKE

BLUE BELL, PA 19422

$1.12B

Assets Under Management

62

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Tatlonghari’s Registration & Firm History

PA

01/28/2025 - Present

Meridian Wealth Partners, LLC (EXTON PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Robert Tatlonghari.
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