Meridian Wealth Group

Overview

Meridian Wealth Group is an individually owned limited liability company that registered with the SEC in 2026 and describes itself as a capital allocator and adviser. Its stated service set includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — indicating a mix of direct advisory work and a manager-selection or manager-of-managers capability. Fee arrangements combine a percentage-of-AUM model with hourly charges. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. It is newly formed, which means public track record and client metrics are limited at this stage. The firm’s structure and stated activities suggest it will both manage discrete client portfolios and place client capital with external managers when appropriate.

Investments & Alternatives