Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Meridian Financial Advisory LLC
Multi family office in Newport Beach, United States; focus on real estate.
Identity
- HEADQUARTERS
- Newport Beach, United States
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
Headquartered in Newport Beach, United States, the firm is listed as a multi family office. Sectors on record are real estate. 1 person is named on its team.
People
- Joshua HenryManaging Principal · source
Frequently asked questions
Meridian Financial Advisory LLC is a multi family office based in Newport Beach, the United States.
Meridian Financial Advisory LLC does not publicly state whether it puts its own money into companies or invests through funds.
Meridian Financial Advisory LLC invests in Real Estate & PropTech.
Key people at Meridian Financial Advisory LLC include Joshua Henry (Managing Principal).