What is Meridian's mortgage — wealth management income?

Meridian (MRBK) reported mortgage — wealth management income of $0 in Q3 2025.

What does mortgage — wealth management income mean?

This metric captures the revenue generated from wealth management services specifically attributed to the mortgage segment's client base. It reflects the bank's ability to cross-sell financial advisory or investment services to mortgage customers. This serves as a measure of the bank's success in deepening client relationships and diversifying non-interest income streams.

Meridian (MRBK) Mortgage — Wealth management income

Screener

Other segment segments

Wealth

$1.61M+11.3%

Bank

-$1K—

Similar metrics at other companies

PFSWealth management income

$7.4M+1.0%

UNBWealth management income

$329K+11.5%

PFSReportable Segment — Wealth management income

$7.4M+1.0%

FCNCAWealth management services — Noninterest income

$62M+12.7%

EVRWealth Management — Revenue

$23.66M+14.4%

SFNCWealth management fees — Non-interest income

$10.24M+8.2%

Other financials

Income statement

See full

Revenue$32.7M+0.7%

Net income$5.8M+3.8%

EPS (diluted)$0.48-2.0%

Balance sheet

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Cash & equivalents$36.2M-27.8%

Total debt$108.0M-4.5%

Total equity$204.8M+15.0%

Total assets$2.6B+3.3%

Cash flow

See full

Operating cash flow$2.9M-84.2%

CapEx$469.0K-25.7%

Free cash flow$2.6M-85.2%

Valuation

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Market cap$236.12M+44.2%

Enterprise value$307.94M+35.9%

P/E10.9×+2.0×

P/S1.8×+0.5×

Profitability

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Net margin16.6%+1.5pp

FCF margin16.4%-12.9pp

Returns & leverage

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Return on equity11.3%+0.5pp

Debt / equity0.5×-0.1×

Where this comes from

Reported directly by Meridian in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Meridian’s 10-Q, filed November 7, 2025.

Filed: Nov 7, 2025
Fiscal quarter: Q3 FY2025
Calendar quarter: Q3 2025
Accession: 0001750735-25-000077

(Dollars in thousands)	Segment Information / Nine Months Ended September 30, 2025 / Bank	Segment Information / Nine Months Ended September 30, 2025 / Wealth	Segment Information / Nine Months Ended September 30, 2025 / Mortgage	Segment Information / Nine Months Ended September 30, 2025 / Total	Segment Information / Nine Months Ended September 30, 2024 / Bank	Segment Information / Nine Months Ended September 30, 2024 / Wealth	Segment Information / Nine Months Ended September 30, 2024 / Mortgage	Segment Information / Nine Months Ended September 30, 2024 / Total
Net interest income after provision	51,836	116	234	52,186	43,700	76	93	43,869
Non-interest Income:
Mortgage banking income	126	—	14,943	15,069	147	—	15,381	15,528
Wealth management income	(1)	4,638	—	4,637	1	4,207	—	4,208
SBA loan income	4,167	—	—	4,167	2,315	—	—	2,315
Gain on sale of MSRs	32	—	383	415	—	—	—	—
Net change in fair values	101	—	846	947	(42)	—	1,122	1,080
Net loss on hedging activity	—	—	(129)	(129)	—	—	(279)	(279)

Item 1. Financial Statements (Unaudited)

FAQ

What is Meridian's mortgage — wealth management income?: Meridian (MRBK) reported mortgage — wealth management income of $0 in Q3 2025.
What does mortgage — wealth management income mean?: This metric captures the revenue generated from wealth management services specifically attributed to the mortgage segment's client base. It reflects the bank's ability to cross-sell financial advisory or investment services to mortgage customers. This serves as a measure of the bank's success in deepening client relationships and diversifying non-interest income streams.