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MERIDIAN WEALTH MANAGEMENT

MERIDIAN WEALTH MANAGEMENT, LLC

CRD 285853 · SEC 801-135297

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$117.8M

Discretionary AUM

$103.6M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals40$20.6M
High net worth individuals31$91.5M

All web addresses on file

Official SEC filing: View on IAPD