Meridian Wealth Group
Firm details
- Headquarters
- Dade City, Florida
- CRD number
- 342462
- Registered since
- June 25, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Meridian Wealth Group LLC is a newly formed SEC-registered investment adviser (registered in 2026) that provides financial planning and discretionary portfolio management across individual, small business, and institutional clients. The firm describes itself as a capital allocator and offers selection of other advisers, which indicates it will combine direct portfolio management with manager-of-managers capabilities. Fee arrangements include a percentage-of-AUM model and hourly charges. Meridian does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Dade City, FL
Pasco
Location
Dade City, FL
Headquartered in Dade City, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 14142 17th St
- Time zone
- ET (UTC-5)
- Office locations
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