Meridian Wealth Group

RIASEC Registered

Total AUM

$101M

Discretionary

$101M

100% of AUM

Avg account

$414K

Accounts

244

Employees

Advisory reps

Firm details

Headquarters: Dade City, Florida
CRD number: 342462
Registered since: June 25, 2026
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI74.88%
Individuals25.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Meridian Wealth Group is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm is SEC-registered (registered in 2026) and operates as a capital allocator, including the selection of outside advisers and fund managers on behalf of clients. Its fee model combines a percentage-of-AUM fee with hourly billing for certain services. Meridian does not identify as an active ESG investor and does not report multi-state adviser status. Services listed on its ADV emphasize comprehensive planning and portfolio management for both personal and business clients, plus manager selection when allocating to third-party strategies.