Meridian Venture Partners, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,725,963
Clients
75
Advisors
2
of 3 employees
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
Expertise
Fee options
$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%
Insurance products sales through representatives with commissions; commissions are not primary source of advisory compensation
Financial planning hourly fees between $100 and $1,000 per hour, negotiated
Fee-only: Financial planning hourly fees between $100 and $1,000 per hour, negotiated
Main office
Long Beach CA
Advisors at this office
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Tiffany D
Series 65, Series 63
Long Beach, CA
Meridian Venture Partners, Inc
Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with three years of industry experience. She holds the Series 63 and Series 65 licenses and is also a licensed insurance agent with Universal Wealth. In addition to her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a variety of analytical methods and offers a range of investment strategies, including discretionary portfolio management, cryptocurrency exposure, and specialty investments such as real-estate funds and venture capital.
Victor E
Series 65, Series 63
Long Beach, CA
Meridian Venture Partners, Inc
Victor Espino is a financial advisor with Meridian Venture Partners, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Meridian, he worked at Universal Wealth, Encompass More Asset Management LLC, and Transamerica Financial Advisors, Inc. Outside of advising, he owns and operates The Tax Council, an accounting firm. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses multiple methods of analysis and offers a range of strategies, including cryptocurrency exposure and specialty investments such as real estate and venture capital funds.
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